Heller Financial
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Heller Financial Employees
Employee
Years
Job
Industry
Heather Syracuse, New York Heather Syracuse, New York's Heller Financial Experience November 1998 - June 2002
Job Graphic Designer
Industry Newspapers
Experience
Advance Central Services (Formerly Post Standard) January 2013 - Present
Freelance Graphic Design December 1989 - Present
The Post-Standard September 2007 - December 2012
Revolutionary Trails Council September 2001 - March 2011
Heller Financial November 1998 - June 2002
Printed Media Companies (formerly GS Graphics til 01-95) December 1993 - August 1998
Minnesota Sun Publications March 1992 - December 1993
Lifetouch August 1991 - November 1991
The Ames Daily Tribune October 1989 - August 1991
Skills
Advertising, QuarkXPress, InDesign, Layout, Adobe Creative Suite, Magazines, Magazine Design, Typography, Graphic Design, Illustrator, Newspapers, Newspaper Design, Brochures, Publications, Image Editing, Photoshop, Illustration, Photography, Mac, Marketing Communications, Social Media Marketing, Web Design, Microsoft Office, Non-profit Director, Event Planning, Event Photography, Event Management, Face Painting, Craft Instructor, Flyers
Education
Iowa State University 1986 — 1989
BFA, Graphic Design
Central Michigan University 1985 — 1986
Advance Central Services (Formerly Post Standard) January 2013 - Present
Freelance Graphic Design December 1989 - Present
The Post-Standard September 2007 - December 2012
Revolutionary Trails Council September 2001 - March 2011
Heller Financial November 1998 - June 2002
Printed Media Companies (formerly GS Graphics til 01-95) December 1993 - August 1998
Minnesota Sun Publications March 1992 - December 1993
Lifetouch August 1991 - November 1991
The Ames Daily Tribune October 1989 - August 1991
Skills
Advertising, QuarkXPress, InDesign, Layout, Adobe Creative Suite, Magazines, Magazine Design, Typography, Graphic Design, Illustrator, Newspapers, Newspaper Design, Brochures, Publications, Image Editing, Photoshop, Illustration, Photography, Mac, Marketing Communications, Social Media Marketing, Web Design, Microsoft Office, Non-profit Director, Event Planning, Event Photography, Event Management, Face Painting, Craft Instructor, Flyers
Education
Iowa State University 1986 — 1989
BFA, Graphic Design
Central Michigan University 1985 — 1986
Robert Stall Robert Stall's Heller Financial Experience 2000 - 2001
Job Senior Leasing/Financing Consultant
Industry Financial Services
Experience
Self-employed 2014 - Present
Insight 2006 - 2013
Insight 2002 - 2006
GE Capital 2001 - 2002
Heller Financial 2000 - 2001
Heller Financial 1998 - 2000
Dana Commercial Credit 1989 - 1998
Xerox 1987 - 1989
Xerox 1984 - 1987
Skills
Financial Modeling, Program Management, Financial Analysis, Business Analysis, Strategic Financial..., Credit, Leadership, Solution Selling, Banking
Education
Butler University 1973 — 1975
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Wabash College 1965 — 1969
Bachelor of Arts (B.A.), Political Science/Economics
Self-employed 2014 - Present
Insight 2006 - 2013
Insight 2002 - 2006
GE Capital 2001 - 2002
Heller Financial 2000 - 2001
Heller Financial 1998 - 2000
Dana Commercial Credit 1989 - 1998
Xerox 1987 - 1989
Xerox 1984 - 1987
Skills
Financial Modeling, Program Management, Financial Analysis, Business Analysis, Strategic Financial..., Credit, Leadership, Solution Selling, Banking
Education
Butler University 1973 — 1975
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Wabash College 1965 — 1969
Bachelor of Arts (B.A.), Political Science/Economics
Brian Roach Brian Roach's Heller Financial Experience November 2000 - February 2002
Job Senior Vice President at Berkshire Bank
Industry Banking
Experience
Berkshire Bank May 2014 - Present
Peoples United Business Capital March 2010 - May 2014
TD Bank March 2002 - February 2010
Heller Financial November 2000 - February 2002
Bankboston Fleet Capital January 2000 - May 2000
Bankboston / Fleet Capital October 1995 - February 2000
Skills
Commercial Banking, Credit, Loans, Commercial Lending, Banking, Underwriting, Asset Based Lending, Relationship Management, Portfolio Management, Small Business Lending, Financial Analysis, Finance, Syndications, Credit Analysis, Lines Of Credit, Middle Market
Education
Assumption College 1987 — 1990
Bachelor of Arts (BA), Accounting
Danvers High School
Danvers High School
Danvers High School
Berkshire Bank May 2014 - Present
Peoples United Business Capital March 2010 - May 2014
TD Bank March 2002 - February 2010
Heller Financial November 2000 - February 2002
Bankboston Fleet Capital January 2000 - May 2000
Bankboston / Fleet Capital October 1995 - February 2000
Skills
Commercial Banking, Credit, Loans, Commercial Lending, Banking, Underwriting, Asset Based Lending, Relationship Management, Portfolio Management, Small Business Lending, Financial Analysis, Finance, Syndications, Credit Analysis, Lines Of Credit, Middle Market
Education
Assumption College 1987 — 1990
Bachelor of Arts (BA), Accounting
Danvers High School
Danvers High School
Danvers High School
Ramón de la Peña Jr. Ramón de la Peña Jr.'s Heller Financial Experience April 1996 - June 2002
Job
Industry Computer Software
Experience
Oracle Corp January 2004 - Present
Hyperion Solutions January 2004 - Present
Heller Financial April 1996 - June 2002
The First National Bank of Chicago 1989 - April 1996
Education
DePaul University 2000 — 2004
MS, Information Systems
DePaul University 1995 — 1996
CCP certificate, Computer Career Program
University of Hawaii at Hilo 1985 — 1988
BBA, General Business Finance
Oracle Corp January 2004 - Present
Hyperion Solutions January 2004 - Present
Heller Financial April 1996 - June 2002
The First National Bank of Chicago 1989 - April 1996
Education
DePaul University 2000 — 2004
MS, Information Systems
DePaul University 1995 — 1996
CCP certificate, Computer Career Program
University of Hawaii at Hilo 1985 — 1988
BBA, General Business Finance
Steve Terhaar, CRC Steve Terhaar, CRC's Heller Financial Experience 1998 - 2000
Job Managing Member at Achieve SBA
Industry Banking
Experience
Achieve SBA January 2010 - Present
United Structured Finance Co. May 2007 - December 2009
KeyBank 2002 - 2007
Comerica Bank 2000 - 2002
Heller Financial 1998 - 2000
NBD Bank 1991 - 1998
Michigan National Bank 1985 - 1988
Skills
SBA, Finance, Start-ups, Leadership, Small Business Lending, Commercial Lending, Credit Analysis, Commercial Banking, Underwriting, Commercial Real Estate, Refinance, Middle Market, Corporate Finance, Funding, Financial Institutions, Management, SBA 504, Factoring, Structured Finance, Investments, Portfolio Management, Construction Loans, Mortgage Lending, Commercial Mortgages, Credit, Financial Structuring, Mergers & Acquisitions, Financial Analysis, Small Business, Treasury Management, Lines Of Credit, Credit Risk, Banking, Business Development, Mortgage Banking, Loan Origination, Asset Based Lending, Loans, Capital, Due Diligence, Risk Management
Education
Aquinas College 1981 — 1985
Bachelor of Science, Bus. Admin./Finance
Achieve SBA January 2010 - Present
United Structured Finance Co. May 2007 - December 2009
KeyBank 2002 - 2007
Comerica Bank 2000 - 2002
Heller Financial 1998 - 2000
NBD Bank 1991 - 1998
Michigan National Bank 1985 - 1988
Skills
SBA, Finance, Start-ups, Leadership, Small Business Lending, Commercial Lending, Credit Analysis, Commercial Banking, Underwriting, Commercial Real Estate, Refinance, Middle Market, Corporate Finance, Funding, Financial Institutions, Management, SBA 504, Factoring, Structured Finance, Investments, Portfolio Management, Construction Loans, Mortgage Lending, Commercial Mortgages, Credit, Financial Structuring, Mergers & Acquisitions, Financial Analysis, Small Business, Treasury Management, Lines Of Credit, Credit Risk, Banking, Business Development, Mortgage Banking, Loan Origination, Asset Based Lending, Loans, Capital, Due Diligence, Risk Management
Education
Aquinas College 1981 — 1985
Bachelor of Science, Bus. Admin./Finance
George Hausermann George Hausermann's Heller Financial Experience 1991 - 2000
Job Sr. Vice President/Sr. Technology & Operations Officer
Industry Financial Services
Experience
First National Bank and Trust Company 2014 - Present
J.P. Morgan 2013 - 2014
J.P. Morgan 2010 - 2013
J.P. Morgan 2006 - 2010
J.P. Morgan 2004 - 2006
Bank One 2001 - 2004
Whittman-Hart / marchFIRST 2000 - 2001
Heller Financial 1991 - 2000
Zenith Data Systems 1989 - 1991
GTE Communication Systems 1986 - 1989
Skills
Vendor Management, Portfolio Management, Business Analysis, Risk Management, SDLC, Banking, Process Improvement, Financial Services, IT Strategy, Management, Program Management, Fixed Income, Change Management, PMO, Strategic Planning, Equities, Investment Banking, Capital Markets, Project Management, Asset Management, Financial Modeling, Business Process..., Financial Analysis, Web Application Design, Application Lifecycle..., Disaster Recovery, Capacity Planning, 24x7 Production Support, Problem Management, Treasury Services, Client Services, Customer Service, Client Liason, Offshore Operations, Agile & Waterfall..., Forecasting, Systems Analysis, Business Process..., Business Case..., Application Portfolio...
Education
DePaul University 1988 — 1990
MBA, Accounting
University of Puget Sound 1978 — 1983
BA, Economics, Business Administration
First National Bank and Trust Company 2014 - Present
J.P. Morgan 2013 - 2014
J.P. Morgan 2010 - 2013
J.P. Morgan 2006 - 2010
J.P. Morgan 2004 - 2006
Bank One 2001 - 2004
Whittman-Hart / marchFIRST 2000 - 2001
Heller Financial 1991 - 2000
Zenith Data Systems 1989 - 1991
GTE Communication Systems 1986 - 1989
Skills
Vendor Management, Portfolio Management, Business Analysis, Risk Management, SDLC, Banking, Process Improvement, Financial Services, IT Strategy, Management, Program Management, Fixed Income, Change Management, PMO, Strategic Planning, Equities, Investment Banking, Capital Markets, Project Management, Asset Management, Financial Modeling, Business Process..., Financial Analysis, Web Application Design, Application Lifecycle..., Disaster Recovery, Capacity Planning, 24x7 Production Support, Problem Management, Treasury Services, Client Services, Customer Service, Client Liason, Offshore Operations, Agile & Waterfall..., Forecasting, Systems Analysis, Business Process..., Business Case..., Application Portfolio...
Education
DePaul University 1988 — 1990
MBA, Accounting
University of Puget Sound 1978 — 1983
BA, Economics, Business Administration
Lloyd Davis Lloyd Davis's Heller Financial Experience 1985 - 1992
Job Owner at Corner 103, LLC
Industry Wine and Spirits
Experience
Corner 103 a Sonoma Tasting Experience June 2014 - Present
LDC Holdings Corporation May 2014 - Present
Viansa Winery January 2008 - April 2014
Laurus Capital Management May 2004 - September 2008
Key Structured Finance 1997 - 2003
GE Capital 1992 - 1997
Heller Financial 1985 - 1992
Irving Trust 1980 - 1985
Skills
Operational and..., Mergers and Acquisitions, Refinancing Strategies, Bankruptcy, Mergers, Private Equity, Portfolio Management, Mergers & Acquisitions, Loans, Investment Banking, Marketing Strategy, Credit Analysis, Strategy, Management, Business Development, Leadership, Refinance, Investments, Marketing, Strategic Planning, Structured Finance, Entrepreneurship, Credit, Executive Management, Finance, Funding, Leveraged Finance, Financial Services, Asset Based Lending, Underwriting, Corporate Finance, Wineries, Venture Capital, Capital Markets, Due Diligence, Hedge Funds, Loan Origination, Start-ups, Financial Structuring
Education
Adelphi University 1976 — 1980
BS, Banking
Corner 103 a Sonoma Tasting Experience June 2014 - Present
LDC Holdings Corporation May 2014 - Present
Viansa Winery January 2008 - April 2014
Laurus Capital Management May 2004 - September 2008
Key Structured Finance 1997 - 2003
GE Capital 1992 - 1997
Heller Financial 1985 - 1992
Irving Trust 1980 - 1985
Skills
Operational and..., Mergers and Acquisitions, Refinancing Strategies, Bankruptcy, Mergers, Private Equity, Portfolio Management, Mergers & Acquisitions, Loans, Investment Banking, Marketing Strategy, Credit Analysis, Strategy, Management, Business Development, Leadership, Refinance, Investments, Marketing, Strategic Planning, Structured Finance, Entrepreneurship, Credit, Executive Management, Finance, Funding, Leveraged Finance, Financial Services, Asset Based Lending, Underwriting, Corporate Finance, Wineries, Venture Capital, Capital Markets, Due Diligence, Hedge Funds, Loan Origination, Start-ups, Financial Structuring
Education
Adelphi University 1976 — 1980
BS, Banking
LAURA GONZALEZ LAURA GONZALEZ's Heller Financial Experience 1990 - 2000
Job Credit & Accounts Receivable at True Religion Brand Jeans
Industry Apparel & Fashion
Experience
True Religion Brand Jeans February 2006 - Present
JONES APPAREL GROUP January 2000 - August 2005
RSV Sport /LEI Jeans 2000 - 2003
Heller Financial 1990 - 2000
Skills
Process Improvement, Apparel, Credit, Accounts Receivable, Retail, Inventory Management, Forecasting, Microsoft Excel, Inventory Control, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Trend Analysis, Time Management, Sourcing, Pricing, Sales, Account Reconciliation, Team Building, Fashion, Merchandising, Recruiting
Education
Citrus College
UCLA
Accounting and Business/Management
True Religion Brand Jeans February 2006 - Present
JONES APPAREL GROUP January 2000 - August 2005
RSV Sport /LEI Jeans 2000 - 2003
Heller Financial 1990 - 2000
Skills
Process Improvement, Apparel, Credit, Accounts Receivable, Retail, Inventory Management, Forecasting, Microsoft Excel, Inventory Control, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Trend Analysis, Time Management, Sourcing, Pricing, Sales, Account Reconciliation, Team Building, Fashion, Merchandising, Recruiting
Education
Citrus College
UCLA
Accounting and Business/Management
Jim Noyes Jim Noyes's Heller Financial Experience 1998 - 2001
Job VP, Director of Equipment Management at BBVA Compass Equipment Finance
Industry Financial Services
Experience
BBVA Compass Equipment Finance February 2013 - Present
LifeSpan Technology Asset Management March 2011 - February 2013
Somerset Asset Services September 2008 - March 2011
RBS Asset Finance 2005 - 2007
Heller Financial 1998 - 2001
NationsCredit Commercial Corp 1996 - 1998
GE Capital VFS 1995 - 1996
Key Equipment Finance 1989 - 1995
Skills
Asset Management..., Policies/Procedures/Proc..., Documentation and lease..., Selling structured..., Creating portfolio..., Asset Managment, Portfolio Management, Leases, Financial Structuring, Structured Finance, Selling, Management, Leadership, Capital Markets, Finance, Networking, Negotiation, Equipment Management, Business Development, Sales Management, Banking, Sales, New Business Development, Business Strategy, Team Leadership, Strategic Partnerships, Sales Process, Solution Selling, Account Management, Marketing, Contract Negotiation, Forecasting, Capital Equipment, Drafting Policies, Procedure Development, Document Drafting, Team Management, Lease Negotiations, Lease Options, Lease Documentation, Asset Management, Risk Management, Due Diligence, Business Process..., Commercial Lending, Pricing, Asset Based Lending, Executive Management, Relationship Management, Financial Services
Education
Augsburg College 1977 — 1981
B.A., Political Science
St. Louis Park High School 1974 — 1977
Diploma, Genreal
BBVA Compass Equipment Finance February 2013 - Present
LifeSpan Technology Asset Management March 2011 - February 2013
Somerset Asset Services September 2008 - March 2011
RBS Asset Finance 2005 - 2007
Heller Financial 1998 - 2001
NationsCredit Commercial Corp 1996 - 1998
GE Capital VFS 1995 - 1996
Key Equipment Finance 1989 - 1995
Skills
Asset Management..., Policies/Procedures/Proc..., Documentation and lease..., Selling structured..., Creating portfolio..., Asset Managment, Portfolio Management, Leases, Financial Structuring, Structured Finance, Selling, Management, Leadership, Capital Markets, Finance, Networking, Negotiation, Equipment Management, Business Development, Sales Management, Banking, Sales, New Business Development, Business Strategy, Team Leadership, Strategic Partnerships, Sales Process, Solution Selling, Account Management, Marketing, Contract Negotiation, Forecasting, Capital Equipment, Drafting Policies, Procedure Development, Document Drafting, Team Management, Lease Negotiations, Lease Options, Lease Documentation, Asset Management, Risk Management, Due Diligence, Business Process..., Commercial Lending, Pricing, Asset Based Lending, Executive Management, Relationship Management, Financial Services
Education
Augsburg College 1977 — 1981
B.A., Political Science
St. Louis Park High School 1974 — 1977
Diploma, Genreal
Larry Hunka Larry Hunka's Heller Financial Experience 1999 - 2001
Job Chief Information Security Executive at Northwestern Memorial HealthCare
Industry Hospital & Health Care
Experience
Northwestern Memorial HealthCare 2015 - Present
Cadence Health 2014 - 2015
JPMorgan Chase 2012 - 2014
Northern Trust 2007 - 2011
JPMorgan Chase 2001 - 2007
Heller Financial 1999 - 2001
Tri-Sage 1997 - 1999
Nicor Gas 1994 - 1997
Nicor Gas 1982 - 1994
National ShareData 1982 - 1982
Skills
Information Security..., Information Security..., Data Classification, Security Awareness, Data Loss Prevention, Security Audits, CISSP, Internet Security, Risk Management, Data Security, Vulnerability Management, Information Security, IT Management, Information Technology, IT Strategy, Security, Management, Governance, Computer Security, Leadership, DLP, Analysis, Program Management, Executive Reporting, Financial Risk, IT Risk Management, Business Continuity, Disaster Recovery, IT Audit, Outsourcing, PCI DSS, Vulnerability Assessment, CISA
Education
Illinois Institute of Technology 1986 — 1989
MBA, Information Systems Management
Bradley University 1978 — 1982
BS, Information Technology / Business
Northwestern Memorial HealthCare 2015 - Present
Cadence Health 2014 - 2015
JPMorgan Chase 2012 - 2014
Northern Trust 2007 - 2011
JPMorgan Chase 2001 - 2007
Heller Financial 1999 - 2001
Tri-Sage 1997 - 1999
Nicor Gas 1994 - 1997
Nicor Gas 1982 - 1994
National ShareData 1982 - 1982
Skills
Information Security..., Information Security..., Data Classification, Security Awareness, Data Loss Prevention, Security Audits, CISSP, Internet Security, Risk Management, Data Security, Vulnerability Management, Information Security, IT Management, Information Technology, IT Strategy, Security, Management, Governance, Computer Security, Leadership, DLP, Analysis, Program Management, Executive Reporting, Financial Risk, IT Risk Management, Business Continuity, Disaster Recovery, IT Audit, Outsourcing, PCI DSS, Vulnerability Assessment, CISA
Education
Illinois Institute of Technology 1986 — 1989
MBA, Information Systems Management
Bradley University 1978 — 1982
BS, Information Technology / Business
Gerardo Cantú ITIL Gerardo Cantú ITIL's Heller Financial Experience September 1994 - March 1995
Job Bilingual Senior IT Leader | Technical Resolution Strategist | Trusted Analyst
Industry Information Technology and Services
Experience
Capital One January 2015 - Present
Kforce Inc May 2014 - June 2014
CVS Caremark Corporation July 1999 - April 2014
The Worship Center April 1990 - April 2005
Allegiance Healthcare Corporation May 1997 - June 1999
Hershey Foods/Leaf Inc. April 1995 - May 1997
Interim Technology September 1989 - February 1997
Heller Financial September 1994 - March 1995
Household International September 1988 - February 1991
G.D. Searle December 1985 - August 1988
Skills
Leadership, Program Management, Visio, Process Improvement, Troubleshooting, SDLC, Management, Disaster Recovery, Training, Vendor Management, Software Documentation, Change Management, SQL, Team Building, Microsoft Excel, Security, Data Center, Team Leadership, Project Management, Enterprise Software, DB2, Analysis, Customer Service, Networking, Microsoft Office, Mainframe, PowerPoint, JCL, Microsoft Word, HIPAA, Strategic Planning, Public Speaking, Windows, Data Analysis, Access, Healthcare, Lotus Notes, System Administration, Outlook, Ministry Leadership, Sports Coaching, Sports Management, Youth Ministry, Bible teaching, Evangelism, Christian Ministry
Education
DeVry University 2013 — 2017
CIS, Enterprise Computing
MicroTrain Technologies 2014 — 2014
DePaul University
Computer Science
Harper College
Paralegal
Adlai E. Stevenson H.S. 1976 — 1980
Capital One January 2015 - Present
Kforce Inc May 2014 - June 2014
CVS Caremark Corporation July 1999 - April 2014
The Worship Center April 1990 - April 2005
Allegiance Healthcare Corporation May 1997 - June 1999
Hershey Foods/Leaf Inc. April 1995 - May 1997
Interim Technology September 1989 - February 1997
Heller Financial September 1994 - March 1995
Household International September 1988 - February 1991
G.D. Searle December 1985 - August 1988
Skills
Leadership, Program Management, Visio, Process Improvement, Troubleshooting, SDLC, Management, Disaster Recovery, Training, Vendor Management, Software Documentation, Change Management, SQL, Team Building, Microsoft Excel, Security, Data Center, Team Leadership, Project Management, Enterprise Software, DB2, Analysis, Customer Service, Networking, Microsoft Office, Mainframe, PowerPoint, JCL, Microsoft Word, HIPAA, Strategic Planning, Public Speaking, Windows, Data Analysis, Access, Healthcare, Lotus Notes, System Administration, Outlook, Ministry Leadership, Sports Coaching, Sports Management, Youth Ministry, Bible teaching, Evangelism, Christian Ministry
Education
DeVry University 2013 — 2017
CIS, Enterprise Computing
MicroTrain Technologies 2014 — 2014
DePaul University
Computer Science
Harper College
Paralegal
Adlai E. Stevenson H.S. 1976 — 1980
William Griesinger's Heller Financial Experience May 2000 - June 2001
Job Professional Consulting Opportunities in areas of Business Strategy, Capital & Debt Financing Procurement
Industry Financial Services
Experience
Square 1 Bank July 2014 - October 2015
Comerica January 2012 - July 2014
BlueCrest Capital Finance December 2006 - January 2012
Ritchie Capital Management August 2005 - December 2006
GE Capital September 2003 - August 2005
Heller Financial May 2000 - June 2001
Linc Capital 1998 - 2000
Old Kent Bank, MI (now Fifth Third) March 1994 - June 1997
Bank One (JP Morgan Chase) January 1990 - March 1994
Skills
Mergers, Venture Capital, Financial Structuring, Brazilian Portuguese, Private Equity, Portfolio Management, Credit Analysis, Loans, Mergers & Acquisitions, Negotiation, Credit, Restructuring, Commercial Banking, Business Development, Commercial Lending, Finance, Underwriting, Small Business Lending, Capital Markets, Financial Modeling, Asset Based Lending, Early Stage Companies
Education
Indiana University Bloomington 1977 — 1982
B.S., Marketing
Ball State University - College of Business 1988 — 1990
MBA, Finance/Economics
Mishawaka Marian
Square 1 Bank July 2014 - October 2015
Comerica January 2012 - July 2014
BlueCrest Capital Finance December 2006 - January 2012
Ritchie Capital Management August 2005 - December 2006
GE Capital September 2003 - August 2005
Heller Financial May 2000 - June 2001
Linc Capital 1998 - 2000
Old Kent Bank, MI (now Fifth Third) March 1994 - June 1997
Bank One (JP Morgan Chase) January 1990 - March 1994
Skills
Mergers, Venture Capital, Financial Structuring, Brazilian Portuguese, Private Equity, Portfolio Management, Credit Analysis, Loans, Mergers & Acquisitions, Negotiation, Credit, Restructuring, Commercial Banking, Business Development, Commercial Lending, Finance, Underwriting, Small Business Lending, Capital Markets, Financial Modeling, Asset Based Lending, Early Stage Companies
Education
Indiana University Bloomington 1977 — 1982
B.S., Marketing
Ball State University - College of Business 1988 — 1990
MBA, Finance/Economics
Mishawaka Marian
Giovanni DeLisi Giovanni DeLisi's Heller Financial Experience April 1999 - April 2002
Job Vice President / SBA Closing Manager at Ridgestone Bank
Industry Banking
Experience
Ridgestone Bank September 2012 - Present
Ridgestone Bank October 2011 - September 2012
American Enterprise Bank June 2008 - October 2011
LaSalle Bank June 2007 - February 2008
Banco Popular December 2003 - June 2007
RSM McGladrey April 2002 - December 2003
Heller Financial April 1999 - April 2002
Skills
Portfolio Management, Commercial Lending, Credit, Small Business Lending, Loans, Credit Analysis, Underwriting, SBA, Loan Servicing, Mortgage Lending, Finance, Risk Management, Commercial Real Estate, Loan Origination, Commercial Banking
Education
Lewis University 1997 — 1999
Bachelors, Business Administration / Finance
American Institute for Paralegal Studies 1996 — 1996
Paralegal Certificate, Law / Legal
College of DuPage 1993 — 1995
Associates, Liberal Arts / Business
Ridgestone Bank September 2012 - Present
Ridgestone Bank October 2011 - September 2012
American Enterprise Bank June 2008 - October 2011
LaSalle Bank June 2007 - February 2008
Banco Popular December 2003 - June 2007
RSM McGladrey April 2002 - December 2003
Heller Financial April 1999 - April 2002
Skills
Portfolio Management, Commercial Lending, Credit, Small Business Lending, Loans, Credit Analysis, Underwriting, SBA, Loan Servicing, Mortgage Lending, Finance, Risk Management, Commercial Real Estate, Loan Origination, Commercial Banking
Education
Lewis University 1997 — 1999
Bachelors, Business Administration / Finance
American Institute for Paralegal Studies 1996 — 1996
Paralegal Certificate, Law / Legal
College of DuPage 1993 — 1995
Associates, Liberal Arts / Business
Peter Christoforou, CCE's Heller Financial Experience December 1987 - December 1989
Job Global Credit & Collections Manager at Pall Corporation
Industry Industrial Automation
Experience
Pall Corporation March 2014 - Present
Haier America March 2012 - April 2013
Mindray DS USA Inc August 2008 - January 2012
jWIN Electronics January 2005 - May 2008
TDK Electronics Corp July 1999 - December 2004
Barnes & Noble June 1998 - June 1999
Minerals Technologies 1995 - 1998
Monsieur Touton Selection, Ltd. January 1994 - November 1995
M Aron Corporation December 1989 - January 1994
Heller Financial December 1987 - December 1989
Skills
Accounts Receivable, Credit, SAP, Cash Flow, Financial Reporting, Credit Risk, Financial Analysis, Forecasting, Accounting, Management, Account Reconciliation, Credit Analysis, Portfolio Management, Cash Flow Forecasting, Sales, Microsoft Office, Sarbanes-Oxley Act, Process Improvement, Financial Risk, Account Management, Credit Management, Reporting & Analysis, Budgets, Sales Management, Risk Management, Competitive Analysis, Microsoft Excel, Negotiation, Business Strategy, Cash Management, JD Edwards, Pricing, Cross-functional Team..., Team Building, Order to Cash, Finance, Letters of Credit, Analysis, Executive Management, Invoicing, Treasury, Mergers & Acquisitions, Cash, Financial Modeling, Managerial Finance, Sarbanes-Oxley, SOX, Collections Management, Staff Mentoring, Deduction Management
Education
New York Institue of Credit 1992 — 1994
Credit/Accounting
LaGuardia Community College 1988 — 1990
Associates, Business management
City University of New York City College 1987 — 1988
Electrical and Electronics Engineering
Baruch College
Pall Corporation March 2014 - Present
Haier America March 2012 - April 2013
Mindray DS USA Inc August 2008 - January 2012
jWIN Electronics January 2005 - May 2008
TDK Electronics Corp July 1999 - December 2004
Barnes & Noble June 1998 - June 1999
Minerals Technologies 1995 - 1998
Monsieur Touton Selection, Ltd. January 1994 - November 1995
M Aron Corporation December 1989 - January 1994
Heller Financial December 1987 - December 1989
Skills
Accounts Receivable, Credit, SAP, Cash Flow, Financial Reporting, Credit Risk, Financial Analysis, Forecasting, Accounting, Management, Account Reconciliation, Credit Analysis, Portfolio Management, Cash Flow Forecasting, Sales, Microsoft Office, Sarbanes-Oxley Act, Process Improvement, Financial Risk, Account Management, Credit Management, Reporting & Analysis, Budgets, Sales Management, Risk Management, Competitive Analysis, Microsoft Excel, Negotiation, Business Strategy, Cash Management, JD Edwards, Pricing, Cross-functional Team..., Team Building, Order to Cash, Finance, Letters of Credit, Analysis, Executive Management, Invoicing, Treasury, Mergers & Acquisitions, Cash, Financial Modeling, Managerial Finance, Sarbanes-Oxley, SOX, Collections Management, Staff Mentoring, Deduction Management
Education
New York Institue of Credit 1992 — 1994
Credit/Accounting
LaGuardia Community College 1988 — 1990
Associates, Business management
City University of New York City College 1987 — 1988
Electrical and Electronics Engineering
Baruch College
Adam B Wolfe Adam B Wolfe's Heller Financial Experience 1999 - 2002
Job CoFounder & Principal at BrassWolfe Capital Group
Industry Investment Management
Experience
BRASSWOLFE CAPITAL GROUP 2012 - Present
Laurus Capital Managment 2004 - 2012
Portfolio Solution 2002 - 2004
Heller Financial 1999 - 2002
EY 1997 - 1999
Arthur Andersen & Co. 1994 - 1997
Skills
Private Equity
Education
Northwestern University - Kellogg School of Management 2000 — 2002
Master of Business Administration (M.B.A.), Finance and Strategy
Boston University
Bachelor's Degree, Accounting and Philosophy
The London School of Economics and Political Science (LSE)
Economics and International Stategy
BRASSWOLFE CAPITAL GROUP 2012 - Present
Laurus Capital Managment 2004 - 2012
Portfolio Solution 2002 - 2004
Heller Financial 1999 - 2002
EY 1997 - 1999
Arthur Andersen & Co. 1994 - 1997
Skills
Private Equity
Education
Northwestern University - Kellogg School of Management 2000 — 2002
Master of Business Administration (M.B.A.), Finance and Strategy
Boston University
Bachelor's Degree, Accounting and Philosophy
The London School of Economics and Political Science (LSE)
Economics and International Stategy
Daniel Carter Daniel Carter's Heller Financial Experience 1994 - 1994
Job Investment Director at Saudi Aramco Energy Ventures
Industry Venture Capital & Private Equity
Experience
Saudi Aramco Energy Ventures US February 2013 - Present
Columbia Business School Alumni Club of Houston January 2015 - Present
National Renewable Energy Laboratory October 2013 - Present
Launch.org October 2011 - Present
London Business School Energy Club March 2011 - Present
Los Angeles Cleantech Incubator September 2012 - February 2013
Conduit Ventures June 2003 - July 2012
Citigroup 1995 - 2003
Heller Financial 1994 - 1994
Skills
Cleantech, Clean Energy, Renewable Energy, Solar, Energy Efficiency, Alternative Energy, Private Equity, Venture Capital, Mergers, Corporate Finance, New Business Development, Entrepreneurship, Energy Policy, Growth Capital, Investments, Solar Energy, Sustainable Energy, Business Strategy, Start-up Ventures, Mergers & Acquisitions, Capital, Photovoltaics, Strategy, Due Diligence, Start-ups, Energy, Restructuring, Investor Relations, Investment Banking, Business Development, International Business, Clean Technology, Joint Ventures, IPO, Financial Structuring, Commercialization, Corporate Development, Emerging Markets, Valuation, Biofuels, Biomass, Project Finance, Wind, Carbon, M&A experience, Sustainable Business, Angel Investing, Financial Modeling, Funding, Executive Management
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Business
Columbia University in the City of New York 2005 — 2006
MBA, Business
London Business School 2005 — 2006
MBA, Business
Georgetown University
B.S.F.S., International Economics & Politics
Stanford University 2011 — 2011
Sustainable Energy Conversion and Storage Certificate, Coursework in Photovoltaics, Energy Storage, and Fuel Cells
University of Massachusetts, Amherst
M.A., International Political Economy
University of Vienna, Vienna Austria
Exchange
Saudi Aramco Energy Ventures US February 2013 - Present
Columbia Business School Alumni Club of Houston January 2015 - Present
National Renewable Energy Laboratory October 2013 - Present
Launch.org October 2011 - Present
London Business School Energy Club March 2011 - Present
Los Angeles Cleantech Incubator September 2012 - February 2013
Conduit Ventures June 2003 - July 2012
Citigroup 1995 - 2003
Heller Financial 1994 - 1994
Skills
Cleantech, Clean Energy, Renewable Energy, Solar, Energy Efficiency, Alternative Energy, Private Equity, Venture Capital, Mergers, Corporate Finance, New Business Development, Entrepreneurship, Energy Policy, Growth Capital, Investments, Solar Energy, Sustainable Energy, Business Strategy, Start-up Ventures, Mergers & Acquisitions, Capital, Photovoltaics, Strategy, Due Diligence, Start-ups, Energy, Restructuring, Investor Relations, Investment Banking, Business Development, International Business, Clean Technology, Joint Ventures, IPO, Financial Structuring, Commercialization, Corporate Development, Emerging Markets, Valuation, Biofuels, Biomass, Project Finance, Wind, Carbon, M&A experience, Sustainable Business, Angel Investing, Financial Modeling, Funding, Executive Management
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Business
Columbia University in the City of New York 2005 — 2006
MBA, Business
London Business School 2005 — 2006
MBA, Business
Georgetown University
B.S.F.S., International Economics & Politics
Stanford University 2011 — 2011
Sustainable Energy Conversion and Storage Certificate, Coursework in Photovoltaics, Energy Storage, and Fuel Cells
University of Massachusetts, Amherst
M.A., International Political Economy
University of Vienna, Vienna Austria
Exchange
Penny J Martin Penny J Martin's Heller Financial Experience 1987 - June 2002
Job Government Guaranteed Lending
Industry Financial Services
Experience
The Bancorp January 2015 - Present
JPMorgan Chase & Co. April 2013 - December 2014
Fifth Third Bank September 2009 - March 2012
Banco Popular de Puerto Rico December 2003 - September 2009
Merrill Lynch August 2002 - January 2003
Heller Financial 1987 - June 2002
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, SBA, Risk Management, Workout, Negotiation, Asset Managment, Debt Restructuring, SBA 504, Commercial Leasing, Vendor Relationships, Liquidation, Litigation Management, Collections, Bankruptcy, Consumer Debt
Education
DePaul University
Bachelor of Arts (BA), Business Administration and Management, General
Elgin Community College
ABA Paralegal Certification, Legal Assistant/Paralegal, With high honors
The Bancorp January 2015 - Present
JPMorgan Chase & Co. April 2013 - December 2014
Fifth Third Bank September 2009 - March 2012
Banco Popular de Puerto Rico December 2003 - September 2009
Merrill Lynch August 2002 - January 2003
Heller Financial 1987 - June 2002
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, SBA, Risk Management, Workout, Negotiation, Asset Managment, Debt Restructuring, SBA 504, Commercial Leasing, Vendor Relationships, Liquidation, Litigation Management, Collections, Bankruptcy, Consumer Debt
Education
DePaul University
Bachelor of Arts (BA), Business Administration and Management, General
Elgin Community College
ABA Paralegal Certification, Legal Assistant/Paralegal, With high honors
E. Orianna Marcellino MA, M.Ed.'s Heller Financial Experience 1984 - 1991
Job Highly Qualified Secondary Teacher Leader in Mathematics
Industry Program Development
Experience
High School of Science and Technology September 2005 - Present
Commerce High School September 2001 - June 2005
Pioneer Valley Regional High School September 1998 - September 2001
Pathways Academic Associates, Inc. June 1996 - August 2001
Stoneleigh-Burnham School March 1998 - May 2001
Northfield Mount Hermon School March 1998 - May 2001
John J. Lynch Middle School September 1996 - June 1998
Rowe Elementary September 1994 - September 1996
The Lisa Ekus Group 1990 - 1992
Heller Financial 1984 - 1991
Skills
Curriculum Design, Teaching, Algebra, Advertising, Mathematics, Educational Technology, Curriculum Development, Word, Staff Development, Classroom Instruction, Instructional Design, E-learning, Tutoring, Research, Lesson Planning, Coaching, Microsoft Office, Writing, Problem Solving, Data Analysis, PowerPoint, Editing, Customer Relations, Event Management, Supervisory Skills, HTML, Team Building, E-Learning, Educational Leadership, Classroom
Education
Mount Holyoke College 1996 — 1998
Certification, Teaching Calculus, Secondary Mathematics
Antioch University New England 1992 — 1994
M.Ed., Integrated Curriculum
The New School 1988 — 1990
MA, Media Theory and Society & Technology
The College of New Rochelle 1980 — 1984
BA, Humanities
High School of Science and Technology September 2005 - Present
Commerce High School September 2001 - June 2005
Pioneer Valley Regional High School September 1998 - September 2001
Pathways Academic Associates, Inc. June 1996 - August 2001
Stoneleigh-Burnham School March 1998 - May 2001
Northfield Mount Hermon School March 1998 - May 2001
John J. Lynch Middle School September 1996 - June 1998
Rowe Elementary September 1994 - September 1996
The Lisa Ekus Group 1990 - 1992
Heller Financial 1984 - 1991
Skills
Curriculum Design, Teaching, Algebra, Advertising, Mathematics, Educational Technology, Curriculum Development, Word, Staff Development, Classroom Instruction, Instructional Design, E-learning, Tutoring, Research, Lesson Planning, Coaching, Microsoft Office, Writing, Problem Solving, Data Analysis, PowerPoint, Editing, Customer Relations, Event Management, Supervisory Skills, HTML, Team Building, E-Learning, Educational Leadership, Classroom
Education
Mount Holyoke College 1996 — 1998
Certification, Teaching Calculus, Secondary Mathematics
Antioch University New England 1992 — 1994
M.Ed., Integrated Curriculum
The New School 1988 — 1990
MA, Media Theory and Society & Technology
The College of New Rochelle 1980 — 1984
BA, Humanities
Jerrold Brown Jerrold Brown's Heller Financial Experience 1987 - 1991
Job Accomplished Commercial Loan Executive and Board Member and Treasurer at The Atlanta Track Club Foundation
Industry Financial Services
Experience
FCC, LLC dba First Capital April 2011 - Present
The Atlanta Track Club Foundation 2006 - Present
Presidential Financial March 2005 - December 2008
Presidential Financial Corporation 2005 - 2008
Textron Financial 2001 - 2005
The CIT Group/Business Credit, Inc. 1991 - 2000
Heller Financial 1987 - 1991
Citicorp 1980 - 1987
Skills
Commercial Lending, Financial Risk, Strategic Planning, Credit Analysis, Underwriting, Loans, Portfolio Management, Commercial Banking, Credit, Due Diligence, Small Business Lending, Financial Analysis, Private Equity, Funding, Mergers & Acquisitions, Factoring, Asset Based Lending, Banking, Finance, Structured Finance, Working Capital..., Credit Risk, Financial Structuring, Corporate Finance, Management, Commercial Finance, Restructuring, Business Development, Executive Management, Strategy, Leveraged Finance, Cash Management, Financial Services, Valuation, Financial Modeling, Investment Banking, Investments, Capital Markets, Strategic Financial..., Cash Flow, Middle Market, Treasury Management, Risk Management, Mortgage Lending, Loan Origination, Asset Management, Venture Capital, Lines Of Credit, Leadership, Entrepreneurship
Education
Cornell University 1975 — 1977
MBA, Hospital Administration
Cornell University - Johnson Graduate School of Management 1975 — 1977
MBA, Finance
College of the Holy Cross 1971 — 1975
Bachelor of Science, Economics
East Orange High School
East Orange High School
FCC, LLC dba First Capital April 2011 - Present
The Atlanta Track Club Foundation 2006 - Present
Presidential Financial March 2005 - December 2008
Presidential Financial Corporation 2005 - 2008
Textron Financial 2001 - 2005
The CIT Group/Business Credit, Inc. 1991 - 2000
Heller Financial 1987 - 1991
Citicorp 1980 - 1987
Skills
Commercial Lending, Financial Risk, Strategic Planning, Credit Analysis, Underwriting, Loans, Portfolio Management, Commercial Banking, Credit, Due Diligence, Small Business Lending, Financial Analysis, Private Equity, Funding, Mergers & Acquisitions, Factoring, Asset Based Lending, Banking, Finance, Structured Finance, Working Capital..., Credit Risk, Financial Structuring, Corporate Finance, Management, Commercial Finance, Restructuring, Business Development, Executive Management, Strategy, Leveraged Finance, Cash Management, Financial Services, Valuation, Financial Modeling, Investment Banking, Investments, Capital Markets, Strategic Financial..., Cash Flow, Middle Market, Treasury Management, Risk Management, Mortgage Lending, Loan Origination, Asset Management, Venture Capital, Lines Of Credit, Leadership, Entrepreneurship
Education
Cornell University 1975 — 1977
MBA, Hospital Administration
Cornell University - Johnson Graduate School of Management 1975 — 1977
MBA, Finance
College of the Holy Cross 1971 — 1975
Bachelor of Science, Economics
East Orange High School
East Orange High School
Eileen M. Quigley Eileen M. Quigley's Heller Financial Experience August 1987 - October 2001
Job Vice President, Operations Manager, J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase December 2013 - Present
The PrivateBank April 2010 - November 2013
Harris Bank January 2010 - March 2010
Catholic Church Extension Society September 2009 - January 2010
Merrill Lynch Capital February 2002 - December 2008
Heller Financial August 1987 - October 2001
Skills
Loans, Risk Management, Finance, New Business Development, Leadership, Customer Service
Education
Cornell College 1980 — 1984
business, economics; political science
JPMorgan Chase December 2013 - Present
The PrivateBank April 2010 - November 2013
Harris Bank January 2010 - March 2010
Catholic Church Extension Society September 2009 - January 2010
Merrill Lynch Capital February 2002 - December 2008
Heller Financial August 1987 - October 2001
Skills
Loans, Risk Management, Finance, New Business Development, Leadership, Customer Service
Education
Cornell College 1980 — 1984
business, economics; political science
Sabrina King Sabrina King's Heller Financial Experience July 1994 - December 1996
Job Chief of People Management at American Dental Association
Industry Nonprofit Organization Management
Experience
American Dental Association March 2012 - Present
American Dental Association January 2011 - May 2012
TTX Company May 2008 - January 2011
GATX Corporation March 2007 - March 2008
GATX Corporation July 2001 - February 2007
Heller Real Estate Finance January 1996 - July 2001
Heller Financial July 1994 - December 1996
Skills
Restructuring, Change Management, Succession Planning, Talent Development, Organizational..., Performance Management, Start-ups, Organizational Design, Strategic Planning, Leadership Development, Talent Management, Recruiting, Workforce Planning, Employee Relations, Temporary Placement, Human Resources, Training, Program Management, Talent Acquisition, Employee Benefits, Strategy, Mergers, Analysis, Coaching, Employee Training, Executive Coaching, New Business Development, Management, Personnel Management, Team Building, Project Planning, Leadership, Organizational..., Management Consulting, Policy, Labor Relations, Benefits Administration, Business Planning, Workshop Facilitation, Mergers & Acquisitions, Public Speaking, Finance, Employee Engagement, Process Improvement, Business Process..., Deferred Compensation, Vendor Management, HRIS
Education
Dartmouth College
Bachelor of Arts, International Government
Northwestern University - Kellogg School of Management
Masters of Management, Organization Behavior, IS Data Management
American Dental Association March 2012 - Present
American Dental Association January 2011 - May 2012
TTX Company May 2008 - January 2011
GATX Corporation March 2007 - March 2008
GATX Corporation July 2001 - February 2007
Heller Real Estate Finance January 1996 - July 2001
Heller Financial July 1994 - December 1996
Skills
Restructuring, Change Management, Succession Planning, Talent Development, Organizational..., Performance Management, Start-ups, Organizational Design, Strategic Planning, Leadership Development, Talent Management, Recruiting, Workforce Planning, Employee Relations, Temporary Placement, Human Resources, Training, Program Management, Talent Acquisition, Employee Benefits, Strategy, Mergers, Analysis, Coaching, Employee Training, Executive Coaching, New Business Development, Management, Personnel Management, Team Building, Project Planning, Leadership, Organizational..., Management Consulting, Policy, Labor Relations, Benefits Administration, Business Planning, Workshop Facilitation, Mergers & Acquisitions, Public Speaking, Finance, Employee Engagement, Process Improvement, Business Process..., Deferred Compensation, Vendor Management, HRIS
Education
Dartmouth College
Bachelor of Arts, International Government
Northwestern University - Kellogg School of Management
Masters of Management, Organization Behavior, IS Data Management
Rudy Navarro Rudy Navarro's Heller Financial Experience October 1999 - October 2001
Job Operations Executive at Dealstruck
Industry Financial Services
Experience
Dealstruck September 2013 - Present
Amaya Capital Corp May 2012 - September 2013
Capital Partners August 2011 - May 2012
Capital Partners July 2009 - August 2011
Capital Partners January 2006 - June 2009
Capital Partners July 2004 - December 2005
GE Capital October 2001 - June 2004
Heller Financial October 1999 - October 2001
IFC Capital October 1997 - October 1999
CDC Small Business Finance December 1996 - October 1997
Skills
TaskCentre Business..., Business Process..., Crystal Reports, Salesforce.com, SQL Server, Financial Modeling, Portfolio Management, Credit Risk, Credit Analysis, Data Analysis, VBScript, Microsoft Office, Microsoft SQL Server, Cadence for Factoring, Pervasive Data..., Loan Structuring, VBA, Re-engineering..., Loans, Risk Management, Analysis, Financial Structuring, Credit, Strategy, Finance, Management, Process Improvement, Business Development
Education
Northwestern University 2001 — 2004
Bachelor of Science, Applied Mathematics and Computer Science
California State University-Bakersfield 1992 — 1996
Bachelor of Arts, Applied Economics, Business Administration
Dealstruck September 2013 - Present
Amaya Capital Corp May 2012 - September 2013
Capital Partners August 2011 - May 2012
Capital Partners July 2009 - August 2011
Capital Partners January 2006 - June 2009
Capital Partners July 2004 - December 2005
GE Capital October 2001 - June 2004
Heller Financial October 1999 - October 2001
IFC Capital October 1997 - October 1999
CDC Small Business Finance December 1996 - October 1997
Skills
TaskCentre Business..., Business Process..., Crystal Reports, Salesforce.com, SQL Server, Financial Modeling, Portfolio Management, Credit Risk, Credit Analysis, Data Analysis, VBScript, Microsoft Office, Microsoft SQL Server, Cadence for Factoring, Pervasive Data..., Loan Structuring, VBA, Re-engineering..., Loans, Risk Management, Analysis, Financial Structuring, Credit, Strategy, Finance, Management, Process Improvement, Business Development
Education
Northwestern University 2001 — 2004
Bachelor of Science, Applied Mathematics and Computer Science
California State University-Bakersfield 1992 — 1996
Bachelor of Arts, Applied Economics, Business Administration
Jack Lampert, CFA's Heller Financial Experience January 2001 - January 2002
Job Senior Vice President at GE Capital Markets, Inc.
Industry Banking
Experience
GE Capital Markets, Inc. January 2001 - Present
Heller Financial January 2001 - January 2002
Fleet Bank / Bank of America January 1990 - January 2000
Skills
Asset Based Lending, Syndications, Commercial Lending, Capital Markets, Credit Analysis, Structured Finance, Middle Market, Financial Structuring, Credit, Portfolio Management, Loan Origination, Loans, Credit Risk, Financial Analysis, Banking, Underwriting, Financial Modeling, Commercial Banking, Corporate Finance, Leveraged Finance
Education
CFA Institute
CFA, Finance and Investments
Chapman University, The George L. Argyros School of Business and Economics
MBA, Business Administration and Management, General
California State University-Long Beach - College of Business Administration
B.S., Finance
GE Capital Markets, Inc. January 2001 - Present
Heller Financial January 2001 - January 2002
Fleet Bank / Bank of America January 1990 - January 2000
Skills
Asset Based Lending, Syndications, Commercial Lending, Capital Markets, Credit Analysis, Structured Finance, Middle Market, Financial Structuring, Credit, Portfolio Management, Loan Origination, Loans, Credit Risk, Financial Analysis, Banking, Underwriting, Financial Modeling, Commercial Banking, Corporate Finance, Leveraged Finance
Education
CFA Institute
CFA, Finance and Investments
Chapman University, The George L. Argyros School of Business and Economics
MBA, Business Administration and Management, General
California State University-Long Beach - College of Business Administration
B.S., Finance
Don Norman Don Norman's Heller Financial Experience 1993 - 1998
Job Commercial Lending
Industry Financial Services
Experience
Capital Business Credit 2011 - Present
ProNurse February 2001 - January 2011
FINOVA Capital Corporation 1997 - 2001
Heller Financial 1993 - 1998
Skills
New Business Development, Commercial Lending, Asset Based Lending, Risk Management, Start-ups, Business Planning, Business Strategy, Banking, Due Diligence, Entrepreneurship, Marketing, Business Development, Financial Modeling, Finance, Financial Analysis, Sales, Management, Mergers & Acquisitions, Credit, Leadership, Marketing Strategy, Strategic Planning, Small Business, Executive Management, Portfolio Management, Team Building, Credit Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1994 — 1998
MBA, Business Administration
California State University-Northridge 1988 — 1993
BS, Business Administration
Capital Business Credit 2011 - Present
ProNurse February 2001 - January 2011
FINOVA Capital Corporation 1997 - 2001
Heller Financial 1993 - 1998
Skills
New Business Development, Commercial Lending, Asset Based Lending, Risk Management, Start-ups, Business Planning, Business Strategy, Banking, Due Diligence, Entrepreneurship, Marketing, Business Development, Financial Modeling, Finance, Financial Analysis, Sales, Management, Mergers & Acquisitions, Credit, Leadership, Marketing Strategy, Strategic Planning, Small Business, Executive Management, Portfolio Management, Team Building, Credit Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1994 — 1998
MBA, Business Administration
California State University-Northridge 1988 — 1993
BS, Business Administration
Larry Mandel Larry Mandel's Heller Financial Experience 1996 - 2001
Job Experienced Financial Services Executive Banking and Real Estate
Industry Financial Services
Experience
Larry J Mandel & Associates June 2007 - Present
Jeffrey E. Smith Institute of Real Estate - University of Missouri, Columbia February 2010 - Present
IFG Capital February 2011 - March 2013
GE Capital Real Estate/Heller Financial August 1995 - February 2007
General Electric 2001 - 2007
Heller Financial 1996 - 2001
LSM Financial January 1995 - August 1996
HSBC May 1989 - December 1994
Bank of America September 1981 - April 1989
Skills
Asset Management, Mergers & Acquisitions, Investments, Real Estate Economics, Private Equity, Portfolio Management, Valuation, Credit, Finance, Real Estate, Disposition, Loans, Acquisitions, Due Diligence, Banking, Dispositions
Education
University of Michigan - Stephen M. Ross School of Business 1979 — 1981
Master of Business Administration (M.B.A.), Accounting, Finance and Operations Research/Data Analysis
Brandeis University 1976 — 1979
BA, Political Science and Philosophy
MIami Beach Senior High 1972 — 1975
High School
Larry J Mandel & Associates June 2007 - Present
Jeffrey E. Smith Institute of Real Estate - University of Missouri, Columbia February 2010 - Present
IFG Capital February 2011 - March 2013
GE Capital Real Estate/Heller Financial August 1995 - February 2007
General Electric 2001 - 2007
Heller Financial 1996 - 2001
LSM Financial January 1995 - August 1996
HSBC May 1989 - December 1994
Bank of America September 1981 - April 1989
Skills
Asset Management, Mergers & Acquisitions, Investments, Real Estate Economics, Private Equity, Portfolio Management, Valuation, Credit, Finance, Real Estate, Disposition, Loans, Acquisitions, Due Diligence, Banking, Dispositions
Education
University of Michigan - Stephen M. Ross School of Business 1979 — 1981
Master of Business Administration (M.B.A.), Accounting, Finance and Operations Research/Data Analysis
Brandeis University 1976 — 1979
BA, Political Science and Philosophy
MIami Beach Senior High 1972 — 1975
High School
Gerri Martin's Heller Financial Experience 1984 - January 1987
Job Consultant at Software Analysis Corporation
Industry Legal Services
Experience
Software Analysis Corporation 1984 - Present
Chicago QuickBooks ProAdvisor Group 2012 - 2015
Sage Software 1988 - 2012
RSM McGladrey September 1991 - October 1994
Heller Financial 1984 - January 1987
James Schultz & Company 1980 - 1984
Hawthorn Realty 1978 - 1980
National Accident Insurance Underwriters 1973 - 1978
Skills
QuickBooks, Peachtree, Timeslips, Project Management, Time Matters, Abacus, Accounting, Payroll, Bookkeeping, Accounts Receivable, General Ledger, Accounts Payable, Software Implementation, Financial Reporting, Practice Management, Consulting, Training, Invoicing, Document Management, Software Development, Professional Services, Finance, Sage, Management, Crystal Reports, Forecasting, Lexis Nexis Firm...
Education
Keller Graduate School of Management of DeVry University 1988 — 1991
MPM, Master's in Project Management
DePaul University
BS, Accountancy
Project Management Institute
PMP Certification, Project Management
Software Analysis Corporation 1984 - Present
Chicago QuickBooks ProAdvisor Group 2012 - 2015
Sage Software 1988 - 2012
RSM McGladrey September 1991 - October 1994
Heller Financial 1984 - January 1987
James Schultz & Company 1980 - 1984
Hawthorn Realty 1978 - 1980
National Accident Insurance Underwriters 1973 - 1978
Skills
QuickBooks, Peachtree, Timeslips, Project Management, Time Matters, Abacus, Accounting, Payroll, Bookkeeping, Accounts Receivable, General Ledger, Accounts Payable, Software Implementation, Financial Reporting, Practice Management, Consulting, Training, Invoicing, Document Management, Software Development, Professional Services, Finance, Sage, Management, Crystal Reports, Forecasting, Lexis Nexis Firm...
Education
Keller Graduate School of Management of DeVry University 1988 — 1991
MPM, Master's in Project Management
DePaul University
BS, Accountancy
Project Management Institute
PMP Certification, Project Management
Nina Eidell Nina Eidell's Heller Financial Experience March 1998 - April 2001
Job President at Eidell Associates LLC
Industry Human Resources
Experience
Eidell Associates LLC 2008 - Present
Allstate Insurance September 2003 - December 2007
CNA May 2002 - May 2003
Heller Financial March 1998 - April 2001
Citicorp 1987 - 1994
Sara Lee Corporation 1983 - 1987
Skills
Change Management, Talent Management, Mergers, Recruiting, Leadership, Human Resources, Career Counseling, Organizational Design, Succession Planning, Acquisition Integration, Employee Engagement, Organizational..., Organizational..., Leadership Development, Performance Management, Employee Relations, Restructuring, Executive Coaching, HR Consulting, Strategy
Education
University of Illinois at Urbana-Champaign 1976 — 1979
MBA, Organization Behaviour
Brown University 1970 — 1974
A.B., History, American Foreign Policy, Psychology
Eidell Associates LLC 2008 - Present
Allstate Insurance September 2003 - December 2007
CNA May 2002 - May 2003
Heller Financial March 1998 - April 2001
Citicorp 1987 - 1994
Sara Lee Corporation 1983 - 1987
Skills
Change Management, Talent Management, Mergers, Recruiting, Leadership, Human Resources, Career Counseling, Organizational Design, Succession Planning, Acquisition Integration, Employee Engagement, Organizational..., Organizational..., Leadership Development, Performance Management, Employee Relations, Restructuring, Executive Coaching, HR Consulting, Strategy
Education
University of Illinois at Urbana-Champaign 1976 — 1979
MBA, Organization Behaviour
Brown University 1970 — 1974
A.B., History, American Foreign Policy, Psychology
David Canet David Canet's Heller Financial Experience 1994 - 2001
Job VP Commercial & Industrial Lending at Bankwell
Industry Banking
Experience
Bankwell December 2013 - Present
Bankwell December 2013 - Present
Infuse Commercial Capital Corporation 2008 - 2011
BLX 2001 - 2007
Heller Financial 1994 - 2001
Skills
Commercial Lending, Small Business Lending, Banking, Commercial Banking, Relationship Management, Credit, Loans, Portfolio Management, Leadership, Small Business
Education
Columbia Business School 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
Tufts University 1985 — 1989
Bachelor of Arts (B.A.), Finance, General
Bankwell December 2013 - Present
Bankwell December 2013 - Present
Infuse Commercial Capital Corporation 2008 - 2011
BLX 2001 - 2007
Heller Financial 1994 - 2001
Skills
Commercial Lending, Small Business Lending, Banking, Commercial Banking, Relationship Management, Credit, Loans, Portfolio Management, Leadership, Small Business
Education
Columbia Business School 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
Tufts University 1985 — 1989
Bachelor of Arts (B.A.), Finance, General
Arcel Poblete, MA, SHRM-SCP, IPMA-CP Arcel Poblete, MA, SHRM-SCP, IPMA-CP's Heller Financial Experience February 1987 - February 1989
Job Employee Relations Representative
Industry Government Administration
Experience
Los Angeles County March 1989 - Present
Heller Financial February 1987 - February 1989
Southern California Edison (SCE) June 1984 - February 1987
Acme-Pak Inc. October 1983 - May 1984
L.A. Ceramics January 1983 - April 1983
Skills
Customer Service, Employee Benefits, Employee Relations, Human Resources, Labor Relations, Leadership, Mediation, Organizational..., Performance Management, Personal Development, Personnel Management, Return to Work, Team Building, Team Management, Hiring, Process Improvement, Conflict Resolution, Policy
Education
The Chicago School of Professional Psychology 2013 — 2016
Doctor of Philosophy (Ph.D.), Organizational Leadership
Pepperdine University
Doctor of Education (Ed.D), Organizational Leadership
Woodbury University
Master of Arts (M.A.), Organizational Leadership, 3.96
University of Phoenix
Bachelor of Science (B.S.), Business Management
California State University-Northridge
Professional Certificate, Legal Environment, Employee Relations & Discipline
California State University-Northridge
Professional Certificate, Administrative Leadership
Pasadena City College
General Education, Social Sciences
Watterson College
Certificate, Travel and Tourism
Los Angeles County March 1989 - Present
Heller Financial February 1987 - February 1989
Southern California Edison (SCE) June 1984 - February 1987
Acme-Pak Inc. October 1983 - May 1984
L.A. Ceramics January 1983 - April 1983
Skills
Customer Service, Employee Benefits, Employee Relations, Human Resources, Labor Relations, Leadership, Mediation, Organizational..., Performance Management, Personal Development, Personnel Management, Return to Work, Team Building, Team Management, Hiring, Process Improvement, Conflict Resolution, Policy
Education
The Chicago School of Professional Psychology 2013 — 2016
Doctor of Philosophy (Ph.D.), Organizational Leadership
Pepperdine University
Doctor of Education (Ed.D), Organizational Leadership
Woodbury University
Master of Arts (M.A.), Organizational Leadership, 3.96
University of Phoenix
Bachelor of Science (B.S.), Business Management
California State University-Northridge
Professional Certificate, Legal Environment, Employee Relations & Discipline
California State University-Northridge
Professional Certificate, Administrative Leadership
Pasadena City College
General Education, Social Sciences
Watterson College
Certificate, Travel and Tourism
Salvatore Salzillo Salvatore Salzillo's Heller Financial Experience January 1995 - July 1997
Job SVP & Group Head, Lender Finance at BofI Federal Bank (NASDAQ: BOFI)
Industry Banking
Experience
BofI Federal Bank June 2012 - Present
KeyBanc Capital Markets/Key Equipment Finance August 2010 - June 2012
Yu Ying Public Charter School 2011 - 2012
Federal Deposit Insurance Corporation June 2010 - August 2010
Export-Import Bank of the United States November 2009 - June 2010
GE Capital November 2007 - November 2009
Marathon Asset Management November 2005 - November 2007
GE Capital July 1997 - November 2005
Heller Financial January 1995 - July 1997
Shawmut Bank January 1987 - January 1995
Skills
Credit Analysis, Capital Markets, Leveraged Finance, Project Finance, Asset Based Lending, Structured Finance, Equipment Finance, Export Finance, Due Diligence, Credit Portfolio..., Strategic Leadership, Loan Trading &...
Education
American University 1979 — 1983
Bachelor of Arts, Economics
BofI Federal Bank June 2012 - Present
KeyBanc Capital Markets/Key Equipment Finance August 2010 - June 2012
Yu Ying Public Charter School 2011 - 2012
Federal Deposit Insurance Corporation June 2010 - August 2010
Export-Import Bank of the United States November 2009 - June 2010
GE Capital November 2007 - November 2009
Marathon Asset Management November 2005 - November 2007
GE Capital July 1997 - November 2005
Heller Financial January 1995 - July 1997
Shawmut Bank January 1987 - January 1995
Skills
Credit Analysis, Capital Markets, Leveraged Finance, Project Finance, Asset Based Lending, Structured Finance, Equipment Finance, Export Finance, Due Diligence, Credit Portfolio..., Strategic Leadership, Loan Trading &...
Education
American University 1979 — 1983
Bachelor of Arts, Economics
David Wheaton David Wheaton's Heller Financial Experience 1996 - 1999
Job Managing Director at Working Capital Solutions LLC
Industry Financial Services
Experience
Working Capital Solutions LLC January 2010 - Present
Chesapeake Bank 2008 - 2009
Irwin Bank & Trust 2005 - 2008
North Side Bank 2002 - 2004
PNC March 2000 - July 2001
Heller Financial 1996 - 1999
Mellon Bank 1972 - 1996
Skills
Small Business Lending, Loans, Finance, Credit Analysis, Restructuring, Portfolio Management, Asset Based Lending, Sales, New Business Development, Commercial Lending, Cash Flow, Funding, Small Business, Financial Analysis, Management, Underwriting, Middle Market, Credit, Investments, Strategic Planning, Start-ups, Banking, Business Development, Customer Service, Risk Management, Commercial Banking, Mergers & Acquisitions
Education
Clarion University of Pennsylvania
Working Capital Solutions LLC January 2010 - Present
Chesapeake Bank 2008 - 2009
Irwin Bank & Trust 2005 - 2008
North Side Bank 2002 - 2004
PNC March 2000 - July 2001
Heller Financial 1996 - 1999
Mellon Bank 1972 - 1996
Skills
Small Business Lending, Loans, Finance, Credit Analysis, Restructuring, Portfolio Management, Asset Based Lending, Sales, New Business Development, Commercial Lending, Cash Flow, Funding, Small Business, Financial Analysis, Management, Underwriting, Middle Market, Credit, Investments, Strategic Planning, Start-ups, Banking, Business Development, Customer Service, Risk Management, Commercial Banking, Mergers & Acquisitions
Education
Clarion University of Pennsylvania
Regina Schurman, EdD, RCEP, CSCS, CPA Regina Schurman, EdD, RCEP, CSCS, CPA's Heller Financial Experience July 1985 - July 1995
Job Administrative Program Director at Benedictine University
Industry Higher Education
Experience
Benedictine University January 2007 - Present
Villa St Benedict 2005 - Present
Comprehensive Business Solutions, Inc. 1993 - 2007
Heller Financial July 1985 - July 1995
Skills
Exercise Physiology, Database Design, Fitness, Health, Wellness, Excel, Microsoft Excel, Health Promotion, Exercise Prescription, Higher Education, Health Education, Weight Management, Healthcare, Epidemiology, Program Development, Teaching, Adult Education, Research, Cpr Certified, Nutrition, Nutritional Counseling, Prevention, EKG, CPR Certified
Education
Benedictine University 2009 — 2012
Doctorate in Higher Education and Organizational Change
Benedictine University 2004 — 2007
Master of Science in Clinical Exercise Physiology
Benedictine University January 2007 - Present
Villa St Benedict 2005 - Present
Comprehensive Business Solutions, Inc. 1993 - 2007
Heller Financial July 1985 - July 1995
Skills
Exercise Physiology, Database Design, Fitness, Health, Wellness, Excel, Microsoft Excel, Health Promotion, Exercise Prescription, Higher Education, Health Education, Weight Management, Healthcare, Epidemiology, Program Development, Teaching, Adult Education, Research, Cpr Certified, Nutrition, Nutritional Counseling, Prevention, EKG, CPR Certified
Education
Benedictine University 2009 — 2012
Doctorate in Higher Education and Organizational Change
Benedictine University 2004 — 2007
Master of Science in Clinical Exercise Physiology
Berk Washburn Berk Washburn's Heller Financial Experience January 1998 - January 2001
Job author/blogger at The Brothers Washburn
Industry Writing and Editing
Experience
CTR Writers Services January 2009 - Present
The Brothers Washburn January 2009 - Present
Church of Jesus Christ of Latter-day Saints 1950 - Present
Chipotle Mexican Grill 2012 - 2012
KeyBank March 2002 - December 2008
GE Capital Corporation January 2001 - January 2002
Heller Financial January 1998 - January 2001
Dana Corporation July 1985 - January 1998
NCR Corporation March 1982 - July 1985
Brigham Young University 1968 - 1977
Skills
Contract Negotiations, International..., Corporate Law, Strategic Planning, Banking, Analytical Writing, E-commerce, Dispute Resolution, Contract Negotiation, Litigation, Team Building, Negotiation, Mergers, Commercial Litigation, Banking Law, International Law, Team Leadership, Strategic Partnerships, Arbitration, Compliance, Program Management, Mergers & Acquisitions, Bankruptcy, Legal Writing, Executive Management, Training, Risk Management, Loans, Management, Leadership, Credit, Due Diligence, Corporate Finance, Spanish, Policy, Finance, Portfolio Management, Published Author, Contract Law, Fiction, Digital Printing, Horror, Digital Proofing, Text Editing, Fiction Writing, Creative Writing, Blogging, Books, Editing
Education
BYU 1975 — 1977
MBA, Finance
Brigham Young University—J. Reuben Clark Law School 1974 — 1977
Juris Doctorate, Law
BYU 1968 — 1974
BS, Business/Econ/Acctg. & Spanish
CTR Writers Services January 2009 - Present
The Brothers Washburn January 2009 - Present
Church of Jesus Christ of Latter-day Saints 1950 - Present
Chipotle Mexican Grill 2012 - 2012
KeyBank March 2002 - December 2008
GE Capital Corporation January 2001 - January 2002
Heller Financial January 1998 - January 2001
Dana Corporation July 1985 - January 1998
NCR Corporation March 1982 - July 1985
Brigham Young University 1968 - 1977
Skills
Contract Negotiations, International..., Corporate Law, Strategic Planning, Banking, Analytical Writing, E-commerce, Dispute Resolution, Contract Negotiation, Litigation, Team Building, Negotiation, Mergers, Commercial Litigation, Banking Law, International Law, Team Leadership, Strategic Partnerships, Arbitration, Compliance, Program Management, Mergers & Acquisitions, Bankruptcy, Legal Writing, Executive Management, Training, Risk Management, Loans, Management, Leadership, Credit, Due Diligence, Corporate Finance, Spanish, Policy, Finance, Portfolio Management, Published Author, Contract Law, Fiction, Digital Printing, Horror, Digital Proofing, Text Editing, Fiction Writing, Creative Writing, Blogging, Books, Editing
Education
BYU 1975 — 1977
MBA, Finance
Brigham Young University—J. Reuben Clark Law School 1974 — 1977
Juris Doctorate, Law
BYU 1968 — 1974
BS, Business/Econ/Acctg. & Spanish
Richard Harbin Richard Harbin's Heller Financial Experience 1987 - 1997
Job Vice President at Community Bank
Industry Banking
Experience
Community Bank March 2011 - Present
First Private Bank & Trust July 2009 - March 2011
Professional Business Bank September 2006 - July 2009
GMAC 2005 - 2006
Marquette Financial Companies June 2002 - June 2005
FINOVA Capital Corporation June 1997 - July 2002
Heller Financial 1987 - 1997
Skills
Commercial Lending, Loans, Credit Analysis, Underwriting, Banking, Credit, Asset Based Lending, Portfolio Management, Commercial Banking, Financial Analysis, Risk Management, Mortgage Lending, Commercial Mortgages, Mergers, Cash Management, Loan Origination, Corporate Finance, Real Estate
Education
California State University-Northridge
Community Bank March 2011 - Present
First Private Bank & Trust July 2009 - March 2011
Professional Business Bank September 2006 - July 2009
GMAC 2005 - 2006
Marquette Financial Companies June 2002 - June 2005
FINOVA Capital Corporation June 1997 - July 2002
Heller Financial 1987 - 1997
Skills
Commercial Lending, Loans, Credit Analysis, Underwriting, Banking, Credit, Asset Based Lending, Portfolio Management, Commercial Banking, Financial Analysis, Risk Management, Mortgage Lending, Commercial Mortgages, Mergers, Cash Management, Loan Origination, Corporate Finance, Real Estate
Education
California State University-Northridge
Bob Spychalski Bob Spychalski's Heller Financial Experience 1999 - 2001
Job Real Estate Broker at Century 21 Pride Realty, Inc.
Industry Banking
Experience
Century 21 Pride Realty February 2008 - Present
Merrill Lynch Capital 2006 - 2008
Fimat 2001 - 2006
Heller Financial 1999 - 2001
Heller Financial 1999 - 2001
Heller Financial 1999 - 2001
Northern Trust August 1998 - November 1999
Skills
Corporate Finance, Buyer Representation, Banking, Real Estate, Investment Properties, Single Family Homes, Investments, Investors, Strategic Planning, Condos, Real Estate Transactions, REO, Commercial Lending, Portfolio Management, First Time Home Buyers, Referrals, Foreclosures, Short Sales, Sellers, Loans, Relocation, Residential Homes, FHA, Listings, Selling, Luxury, Property
Education
Eastern Illinois University 1996 — 1998
Bachelor, Finance
College of DuPage 1993 — 1996
Associate
Century 21 Pride Realty February 2008 - Present
Merrill Lynch Capital 2006 - 2008
Fimat 2001 - 2006
Heller Financial 1999 - 2001
Heller Financial 1999 - 2001
Heller Financial 1999 - 2001
Northern Trust August 1998 - November 1999
Skills
Corporate Finance, Buyer Representation, Banking, Real Estate, Investment Properties, Single Family Homes, Investments, Investors, Strategic Planning, Condos, Real Estate Transactions, REO, Commercial Lending, Portfolio Management, First Time Home Buyers, Referrals, Foreclosures, Short Sales, Sellers, Loans, Relocation, Residential Homes, FHA, Listings, Selling, Luxury, Property
Education
Eastern Illinois University 1996 — 1998
Bachelor, Finance
College of DuPage 1993 — 1996
Associate
Laura Vonier Laura Vonier's Heller Financial Experience 1995 - 1999
Job Executive/Personal Assistant, DCI Technology Holdings
Industry Information Technology and Services
Experience
Canterbury School June 2011 - March 2015
The Carmel Foundation September 2002 - February 2011
Tahoe Tallac Association 2001 - 2002
The Incline Academy 2000 - 2001
Resoursing Services 1999 - 2000
Heller Financial 1995 - 1999
Digital Equipment Corporation 1988 - 1994
Skills
Sales, Non-profits, Marketing, Customer Service, Public Speaking, Fundraising, Sales Management, PowerPoint, Customer Satisfaction, Sales Operations, Microsoft Office, Event Planning, Strategic Planning, Event Management, Team Building, Social Media, Nonprofits, Leadership Development, Program Management, Microsoft Excel, Staff Development
Education
Bowling Green State University 1980 — 1982
BA, Business Administration and Management, General
Maple Hts. High School 1978 — 1980
Canterbury School June 2011 - March 2015
The Carmel Foundation September 2002 - February 2011
Tahoe Tallac Association 2001 - 2002
The Incline Academy 2000 - 2001
Resoursing Services 1999 - 2000
Heller Financial 1995 - 1999
Digital Equipment Corporation 1988 - 1994
Skills
Sales, Non-profits, Marketing, Customer Service, Public Speaking, Fundraising, Sales Management, PowerPoint, Customer Satisfaction, Sales Operations, Microsoft Office, Event Planning, Strategic Planning, Event Management, Team Building, Social Media, Nonprofits, Leadership Development, Program Management, Microsoft Excel, Staff Development
Education
Bowling Green State University 1980 — 1982
BA, Business Administration and Management, General
Maple Hts. High School 1978 — 1980
Jerry Mondene Jerry Mondene's Heller Financial Experience 1996 - 1999
Job Director / Credit Manager at Union Bank
Industry Banking
Experience
Union Bank January 2012 - Present
Pacific Enterprise Bank July 2011 - January 2012
Partners Bank of California October 2009 - September 2011
Premier Service Bank December 2008 - March 2010
Lehman Brothers 1999 - 2008
Heller Financial 1996 - 1999
National Bank of Southern California 1995 - 1996
Skills
Loans, Credit, Lines Of Credit, Commercial Real Estate, Asset Based Lending, Investment Properties, SBA, Banking, Commercial Lending, Credit Analysis, Small Business Lending, Credit Risk, Business Development, Commercial Banking, Commercial Mortgages, Due Diligence, Financial Analysis, Loan Origination, Management, Negotiation, Portfolio Management, Real Estate, Relationship Management, Risk Management, Small Business, Underwriting
Education
University of Redlands 1996 — 1999
MBA, Business Administration
California State University-Fullerton - College of Business and Economics
Bachelors, Business Administration - Finance
Union Bank January 2012 - Present
Pacific Enterprise Bank July 2011 - January 2012
Partners Bank of California October 2009 - September 2011
Premier Service Bank December 2008 - March 2010
Lehman Brothers 1999 - 2008
Heller Financial 1996 - 1999
National Bank of Southern California 1995 - 1996
Skills
Loans, Credit, Lines Of Credit, Commercial Real Estate, Asset Based Lending, Investment Properties, SBA, Banking, Commercial Lending, Credit Analysis, Small Business Lending, Credit Risk, Business Development, Commercial Banking, Commercial Mortgages, Due Diligence, Financial Analysis, Loan Origination, Management, Negotiation, Portfolio Management, Real Estate, Relationship Management, Risk Management, Small Business, Underwriting
Education
University of Redlands 1996 — 1999
MBA, Business Administration
California State University-Fullerton - College of Business and Economics
Bachelors, Business Administration - Finance
David M. Heisler David M. Heisler's Heller Financial Experience April 1986 - October 2001
Job Senior Counsel at Xerox Corporation
Industry Printing
Experience
Xerox Corporation August 2009 - Present
GE Commercial Finance 2001 - 2009
Heller Financial April 1986 - October 2001
Education
Northwestern University - Kellogg School of Management 1984 — 1988
MBA, Finance/Marketing
Chicago-Kent College of Law, Illinois Institute of Technology 1977 — 1980
JD
University of Illinois at Urbana-Champaign 1973 — 1977
BA, Psychology
Xerox Corporation August 2009 - Present
GE Commercial Finance 2001 - 2009
Heller Financial April 1986 - October 2001
Education
Northwestern University - Kellogg School of Management 1984 — 1988
MBA, Finance/Marketing
Chicago-Kent College of Law, Illinois Institute of Technology 1977 — 1980
JD
University of Illinois at Urbana-Champaign 1973 — 1977
BA, Psychology
Steve Meeker Steve Meeker's Heller Financial Experience May 2000 - October 2001
Job Senior Vice President Marketing at First Data Corporation
Industry Financial Services
Experience
First Data Corporation May 2015 - Present
GE Capital November 2005 - May 2015
GE Capital June 2004 - November 2005
GE Capital November 2001 - June 2004
Heller Financial May 2000 - October 2001
LINC Capital November 1998 - April 2000
Transamerica Commercial Finance February 1990 - October 1998
Skills
Asset Based Lending, Commercial Lending, Financial Structuring, Marketing Strategy, Loan Origination, Marketing, Portfolio Management, Financial Modeling, Due Diligence, Mergers, Asset Managment, Credit Analysis, Financial Analysis, Relationship Management, Leveraged Finance, Cross-functional Team..., Underwriting, Capital Markets, Loans, Credit, Mergers & Acquisitions
Education
Clemson University 1984 — 1989
BS
First Data Corporation May 2015 - Present
GE Capital November 2005 - May 2015
GE Capital June 2004 - November 2005
GE Capital November 2001 - June 2004
Heller Financial May 2000 - October 2001
LINC Capital November 1998 - April 2000
Transamerica Commercial Finance February 1990 - October 1998
Skills
Asset Based Lending, Commercial Lending, Financial Structuring, Marketing Strategy, Loan Origination, Marketing, Portfolio Management, Financial Modeling, Due Diligence, Mergers, Asset Managment, Credit Analysis, Financial Analysis, Relationship Management, Leveraged Finance, Cross-functional Team..., Underwriting, Capital Markets, Loans, Credit, Mergers & Acquisitions
Education
Clemson University 1984 — 1989
BS
Don Burnes Don Burnes's Heller Financial Experience September 1981 - June 1989
Job SVP Churchill Commercial Capital, Inc.
Industry Commercial Real Estate
Experience
SVP - Churchill Commercial Capital, Inc. May 2015 - Present
Fiesta Bowl Committee March 2003 - Present
Johnson Capital May 1999 - October 2014
AMRESCO Capital LLC September 1998 - April 1999
GE Capital Real Estate June 1997 - August 1998
Mortgage & Realty Trust January 1990 - December 1995
Heller Financial September 1981 - June 1989
Skills
Real Estate Investment, Loans, Debt, Mortgage, Retail, Underwriting, Due Diligence, Negotiation, Investment Properties, Real Estate, Microsoft Office, Brokerage, Financial Modeling, Real Estate Finance, Valuation, Team Building, Public Speaking, Contract Negotiation, Excel, Customer Service, Investors, Real Estate Economics, Mortgage Lending, Commercial Real Estate, Mergers & Acquisitions, Leases, Disposition, Commercial Mortgages, Investments, Location Intelligence, Finance, Property Management, Acquisitions, Real Estate Financing, Real Estate Transactions, CMBS, Property, Tenant Representation, Real Estate Development, Mezzanine, Corporate Real Estate, Land Acquisition, Landlords, Shopping Centers, Tenant, Entitlements, Apartments, Lease Negotiations, Lease Administration, Asset Management
Education
Arizona State University - W. P. Carey School of Business 1967 — 1973
BS, Business Administration
Arizona State University
SVP - Churchill Commercial Capital, Inc. May 2015 - Present
Fiesta Bowl Committee March 2003 - Present
Johnson Capital May 1999 - October 2014
AMRESCO Capital LLC September 1998 - April 1999
GE Capital Real Estate June 1997 - August 1998
Mortgage & Realty Trust January 1990 - December 1995
Heller Financial September 1981 - June 1989
Skills
Real Estate Investment, Loans, Debt, Mortgage, Retail, Underwriting, Due Diligence, Negotiation, Investment Properties, Real Estate, Microsoft Office, Brokerage, Financial Modeling, Real Estate Finance, Valuation, Team Building, Public Speaking, Contract Negotiation, Excel, Customer Service, Investors, Real Estate Economics, Mortgage Lending, Commercial Real Estate, Mergers & Acquisitions, Leases, Disposition, Commercial Mortgages, Investments, Location Intelligence, Finance, Property Management, Acquisitions, Real Estate Financing, Real Estate Transactions, CMBS, Property, Tenant Representation, Real Estate Development, Mezzanine, Corporate Real Estate, Land Acquisition, Landlords, Shopping Centers, Tenant, Entitlements, Apartments, Lease Negotiations, Lease Administration, Asset Management
Education
Arizona State University - W. P. Carey School of Business 1967 — 1973
BS, Business Administration
Arizona State University
Noiel Fontaine Noiel Fontaine's Heller Financial Experience December 1992 - July 1995
Job Eastern Regional Vice President at CoBank
Industry Banking
Experience
CoBank June 2011 - Present
Security Equipment Leasing LLC October 2003 - August 2006
Micro Financial October 2001 - September 2003
Crocker Capital July 1995 - September 2001
Crocker Capital 1995 - 2001
Heller Financial December 1992 - July 1995
Skills
Credit, Loans, Lease Financing
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1992
MBA
Springfield College 1984 — 1988
BS, Business Mgmt. & Psychology
Longmeadow High School 1979 — 1983
High School diploma
ELFA Lease training
Harvard Business School
CoBank June 2011 - Present
Security Equipment Leasing LLC October 2003 - August 2006
Micro Financial October 2001 - September 2003
Crocker Capital July 1995 - September 2001
Crocker Capital 1995 - 2001
Heller Financial December 1992 - July 1995
Skills
Credit, Loans, Lease Financing
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1992
MBA
Springfield College 1984 — 1988
BS, Business Mgmt. & Psychology
Longmeadow High School 1979 — 1983
High School diploma
ELFA Lease training
Harvard Business School
Alan Burk Alan Burk's Heller Financial Experience 1984 - 1988
Job Director, Human Resources & Administration at America's Essential Hospitals (formerly NAPH)
Industry Human Resources
Experience
America's Essential Hospitals (formerly NAPH) January 2013 - Present
The Marmara Group 2011 - December 2012
Essex Bank 2007 - 2010
Beny Bigalos, Inc. 2003 - 2006
Walker Investment Funds Steve Walker & Associates 1998 - 2004
Trusted Information Systems (TIS) 1997 - 1998
USF&G Insurance 1992 - 1996
CalFed, Inc. 1988 - 1991
Heller Financial 1984 - 1988
Skills
Change Management, Crisis Management, Succession Planning, Human Capital Management, Organizational Design, Culture Change, Performance Management, Talent Management, HR Consulting, HR Strategy, HR Transformation, Employee Relations, Compensation Plans, Executive Compensation, Organizational..., Organizational Structure, Business Strategy, Entrepreneurial Skills, Venture Capital, HR Business Partnering, Personnel Management, Entrepreneurship, Recruiting, Strategy, Mergers & Acquisitions, Human Resources, Deferred Compensation, Employee Benefits, Leadership, Training, Management Consulting, Workforce Planning, Start-ups, Executive Management, Compensation & Benefit, Executive Pay, Talent Acquisition
Education
Cornell University
Bachelor of Science, Industrial & Labor Relations Human Resources
America's Essential Hospitals (formerly NAPH) January 2013 - Present
The Marmara Group 2011 - December 2012
Essex Bank 2007 - 2010
Beny Bigalos, Inc. 2003 - 2006
Walker Investment Funds Steve Walker & Associates 1998 - 2004
Trusted Information Systems (TIS) 1997 - 1998
USF&G Insurance 1992 - 1996
CalFed, Inc. 1988 - 1991
Heller Financial 1984 - 1988
Skills
Change Management, Crisis Management, Succession Planning, Human Capital Management, Organizational Design, Culture Change, Performance Management, Talent Management, HR Consulting, HR Strategy, HR Transformation, Employee Relations, Compensation Plans, Executive Compensation, Organizational..., Organizational Structure, Business Strategy, Entrepreneurial Skills, Venture Capital, HR Business Partnering, Personnel Management, Entrepreneurship, Recruiting, Strategy, Mergers & Acquisitions, Human Resources, Deferred Compensation, Employee Benefits, Leadership, Training, Management Consulting, Workforce Planning, Start-ups, Executive Management, Compensation & Benefit, Executive Pay, Talent Acquisition
Education
Cornell University
Bachelor of Science, Industrial & Labor Relations Human Resources
Janet Amesse Janet Amesse's Heller Financial Experience November 1995 - May 2002
Job Consultant at KBM Group: Health Services
Industry Pharmaceuticals
Experience
KBM Group: Health Services February 2011 - Present
Pfizer 2007 - 2009
Heller Financial November 1995 - May 2002
Sanwa Business Credit 1991 - 1995
First Chicago Bank & Trust 1990 - 1990
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1989
MBA, Accounting
Albion College 1984 — 1988
BA, Economics & Psychology
KBM Group: Health Services February 2011 - Present
Pfizer 2007 - 2009
Heller Financial November 1995 - May 2002
Sanwa Business Credit 1991 - 1995
First Chicago Bank & Trust 1990 - 1990
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1989
MBA, Accounting
Albion College 1984 — 1988
BA, Economics & Psychology
Joe St. Henry Joe St. Henry's Heller Financial Experience 2000 - 2002
Job Accomplished PR Professional and Senior Writer
Industry Public Relations and Communications
Experience
St. Henry Communications 2004 - Present
Jack Morton Worldwide February 2012 - August 2012
The Lake Orion Review 2011 - 2012
Susan Carol Associates Public Relations 2004 - 2011
Stratacomm Public Relations 2005 - 2008
The Quell Group 2002 - 2004
Heller Financial 2000 - 2002
Dana Commercial Credit 1997 - 2000
DMB&B Public Relations (Manning, Selvage & Lee) 1992 - 1996
Skills
Strategic Communications, Integrated Marketing, Brand Development, Journalism, Management, Media Relations, Public Relations, Marketing, Communication Training, Marketing Communications, Corporate Communications
Education
Central Michigan University 1985 — 1988
B.A.A.
St. Henry Communications 2004 - Present
Jack Morton Worldwide February 2012 - August 2012
The Lake Orion Review 2011 - 2012
Susan Carol Associates Public Relations 2004 - 2011
Stratacomm Public Relations 2005 - 2008
The Quell Group 2002 - 2004
Heller Financial 2000 - 2002
Dana Commercial Credit 1997 - 2000
DMB&B Public Relations (Manning, Selvage & Lee) 1992 - 1996
Skills
Strategic Communications, Integrated Marketing, Brand Development, Journalism, Management, Media Relations, Public Relations, Marketing, Communication Training, Marketing Communications, Corporate Communications
Education
Central Michigan University 1985 — 1988
B.A.A.
Paul Olson Paul Olson's Heller Financial Experience December 2000 - December 2001
Job Real Estate Finance and Commercial Mortgage Banker
Industry Capital Markets
Experience
Gershman Mortgage January 2014 - Present
Arbor Commercial Mortgage August 2012 - October 2013
Great Lakes Financial Group May 2010 - August 2012
Olson Financial Resources, Inc. March 2006 - May 2010
MMA Financial March 2002 - January 2006
Heller Financial December 2000 - December 2001
Banc of America Securities March 1999 - February 2000
Sumitomo Mitsui Banking Corporation April 1985 - March 1999
Skills
Valuation, Private Equity, Syndications, Credit Analysis, Real Estate Development, Bonds, Commercial Mortgages, LIHTC, Commercial Banking, Credit, Banking, Commercial Real Estate, Securitization, Loan Origination, Affordable Housing, Investment Banking, Project Finance, Real Estate Economics, Due Diligence, Real Estate, Investments
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance Concentration
Carleton College 1980 — 1984
B.A., History and Japanese
同志社大学 1981 — 1982
Economics
Gershman Mortgage January 2014 - Present
Arbor Commercial Mortgage August 2012 - October 2013
Great Lakes Financial Group May 2010 - August 2012
Olson Financial Resources, Inc. March 2006 - May 2010
MMA Financial March 2002 - January 2006
Heller Financial December 2000 - December 2001
Banc of America Securities March 1999 - February 2000
Sumitomo Mitsui Banking Corporation April 1985 - March 1999
Skills
Valuation, Private Equity, Syndications, Credit Analysis, Real Estate Development, Bonds, Commercial Mortgages, LIHTC, Commercial Banking, Credit, Banking, Commercial Real Estate, Securitization, Loan Origination, Affordable Housing, Investment Banking, Project Finance, Real Estate Economics, Due Diligence, Real Estate, Investments
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance Concentration
Carleton College 1980 — 1984
B.A., History and Japanese
同志社大学 1981 — 1982
Economics
Douglas Nielsen's Heller Financial Experience January 1999 - September 2000
Job SVP Business Development at Bank of America Global Vendor Finance
Industry Banking
Experience
Bank of America - Global Vendor Finance October 2010 - Present
Corporate Capital Services, Inc. April 2009 - December 2010
EL CAMINO RESOURCES, INC April 2007 - November 2008
HIGHLINE CAPITAL CORP September 2000 - April 2007
Heller Financial January 1999 - September 2000
Heller Financial April 1996 - January 1999
Bank of America June 1993 - July 1995
Bank of America June 1990 - May 1993
Capital Associates, Inc March 1988 - June 1990
CHASE MANHATTAN LEASING COMPANY January 1986 - March 1988
Skills
Credit, Asset Based Lending, Business Development, Commercial Lending, Restructuring, Financial Structuring, Sales, Finance, Management, Sales Management, Portfolio Management, Credit Analysis, Executive Management, Negotiation, Pricing, Loans
Education
Brigham Young University
Bachelor Degree
Bank of America - Global Vendor Finance October 2010 - Present
Corporate Capital Services, Inc. April 2009 - December 2010
EL CAMINO RESOURCES, INC April 2007 - November 2008
HIGHLINE CAPITAL CORP September 2000 - April 2007
Heller Financial January 1999 - September 2000
Heller Financial April 1996 - January 1999
Bank of America June 1993 - July 1995
Bank of America June 1990 - May 1993
Capital Associates, Inc March 1988 - June 1990
CHASE MANHATTAN LEASING COMPANY January 1986 - March 1988
Skills
Credit, Asset Based Lending, Business Development, Commercial Lending, Restructuring, Financial Structuring, Sales, Finance, Management, Sales Management, Portfolio Management, Credit Analysis, Executive Management, Negotiation, Pricing, Loans
Education
Brigham Young University
Bachelor Degree
Robert Dominguez Robert Dominguez's Heller Financial Experience 1999 - 2001
Job Assistant General Counsel and HR Manager at Engage PEO
Industry Legal Services
Experience
Engage PEO May 2015 - Present
Stradling Yocca Carlson & Rauth July 2014 - May 2015
Mullen & Henzell, L.L.P. November 2008 - July 2014
Robins, Kaplan, Miller & Ciresi L.L.P. May 2007 - September 2008
Welebir & McCune, P.C. February 2005 - April 2007
Heller Financial 1999 - 2001
Skills
Litigation, Legal Research, Legal Writing, Courts, Business Litigation, Civil Litigation, Employment Law, Alternative Dispute..., Depositions
Education
Cornell Law School 2001 — 2004
J.D., Law
Georgetown University 1995 — 1999
Bachelor’s Degree, Government, English (Minor)
Engage PEO May 2015 - Present
Stradling Yocca Carlson & Rauth July 2014 - May 2015
Mullen & Henzell, L.L.P. November 2008 - July 2014
Robins, Kaplan, Miller & Ciresi L.L.P. May 2007 - September 2008
Welebir & McCune, P.C. February 2005 - April 2007
Heller Financial 1999 - 2001
Skills
Litigation, Legal Research, Legal Writing, Courts, Business Litigation, Civil Litigation, Employment Law, Alternative Dispute..., Depositions
Education
Cornell Law School 2001 — 2004
J.D., Law
Georgetown University 1995 — 1999
Bachelor’s Degree, Government, English (Minor)
Kate Brenner Kate Brenner's Heller Financial Experience November 1991 - March 1995
Job PMO Operations Program Manager
Industry Information Technology and Services
Experience
Blue Shield of California March 2014 - June 2015
City of Hope October 2013 - March 2014
L.A. Care Health Plan November 2012 - July 2013
Health Net October 2009 - October 2012
Health Net December 2007 - October 2009
Countrywide Full Spectrum Lending June 2007 - December 2007
Countrywide Home Loans March 2003 - June 2007
Fidelity National Information Services March 1995 - March 2003
Heller Financial November 1991 - March 1995
Skills
Process Engineering, Program Management, Project Planning, Process Improvement, SDLC, Project Portfolio..., ITIL, IT Service Management, Team Management, Agile, Change Management, Agile Project Management, Release Management, Business Analysis, Project Management, Business Intelligence, Leadership, Cross-functional Team..., Management, PMO, Quality Assurance, IT Management, Testing, Analysis
Education
College of the Canyons 1984 — 2002
AA
Blue Shield of California March 2014 - June 2015
City of Hope October 2013 - March 2014
L.A. Care Health Plan November 2012 - July 2013
Health Net October 2009 - October 2012
Health Net December 2007 - October 2009
Countrywide Full Spectrum Lending June 2007 - December 2007
Countrywide Home Loans March 2003 - June 2007
Fidelity National Information Services March 1995 - March 2003
Heller Financial November 1991 - March 1995
Skills
Process Engineering, Program Management, Project Planning, Process Improvement, SDLC, Project Portfolio..., ITIL, IT Service Management, Team Management, Agile, Change Management, Agile Project Management, Release Management, Business Analysis, Project Management, Business Intelligence, Leadership, Cross-functional Team..., Management, PMO, Quality Assurance, IT Management, Testing, Analysis
Education
College of the Canyons 1984 — 2002
AA
Robert Kelderhouse Robert Kelderhouse's Heller Financial Experience 1997 - 1999
Job Senior Treasury and Order to Cash Shared Services Professional
Industry Wholesale
Experience
Essendant Inc. 2007 - Present
RR Donnelley 2004 - 2006
Wallace Computer Services 1999 - 2003
Heller Financial 1997 - 1999
Heller Financial 1994 - 1997
Heller International Group, Inc. 1990 - 1994
Heller Financial 1988 - 1989
Heller Financial 1985 - 1988
Heller Financial 1984 - 1985
Heller Financial 1982 - 1984
Skills
Cash Management, Finance, Banking, Capital Markets, Process Improvement, Strategic Planning, Financial Analysis, Corporate Finance, Budgets, Financial Reporting, Mergers & Acquisitions, Accounting, Bank Relationship..., Pension Investment..., Credit and Collection, Treasury Management, Leadership, Treasury
Education
Bradley University
Bachelor's Degree, Business Administration and Management, General
Northwestern University
Master of Business Administration (M.B.A.), Finance, General
Essendant Inc. 2007 - Present
RR Donnelley 2004 - 2006
Wallace Computer Services 1999 - 2003
Heller Financial 1997 - 1999
Heller Financial 1994 - 1997
Heller International Group, Inc. 1990 - 1994
Heller Financial 1988 - 1989
Heller Financial 1985 - 1988
Heller Financial 1984 - 1985
Heller Financial 1982 - 1984
Skills
Cash Management, Finance, Banking, Capital Markets, Process Improvement, Strategic Planning, Financial Analysis, Corporate Finance, Budgets, Financial Reporting, Mergers & Acquisitions, Accounting, Bank Relationship..., Pension Investment..., Credit and Collection, Treasury Management, Leadership, Treasury
Education
Bradley University
Bachelor's Degree, Business Administration and Management, General
Northwestern University
Master of Business Administration (M.B.A.), Finance, General
Timothy St. Louis Timothy St. Louis's Heller Financial Experience 1999 - 2000
Job Research Fellow at Opportunity Fund
Industry Higher Education
Experience
Opportunity Fund September 2015 - Present
Federal Reserve Bank of Boston September 2014 - March 2015
University of Wisconsin-Madison 2008 - 2015
University of Washington 2007 - 2008
Seattle Public Schools 2005 - 2008
Denver Public Schools 2001 - 2005
Active Communications International 2000 - 2001
Heller Financial 1999 - 2000
Northern Trust 1997 - 1999
Education
University of Wisconsin-Madison 2008 — 2015
Doctor of Philosophy (PhD), Higher Education
University of Wisconsin-Madison 2010 — 2013
Master of Public Administration (M.P.A.)
University of Washington 2005 — 2008
Master of Education (M.Ed.), Higher Education
Metropolitan State College of Denver 2001 — 2003
Teaching Licensure
University of Wisconsin-Madison 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance
Boston College 1992 — 1993
Opportunity Fund September 2015 - Present
Federal Reserve Bank of Boston September 2014 - March 2015
University of Wisconsin-Madison 2008 - 2015
University of Washington 2007 - 2008
Seattle Public Schools 2005 - 2008
Denver Public Schools 2001 - 2005
Active Communications International 2000 - 2001
Heller Financial 1999 - 2000
Northern Trust 1997 - 1999
Education
University of Wisconsin-Madison 2008 — 2015
Doctor of Philosophy (PhD), Higher Education
University of Wisconsin-Madison 2010 — 2013
Master of Public Administration (M.P.A.)
University of Washington 2005 — 2008
Master of Education (M.Ed.), Higher Education
Metropolitan State College of Denver 2001 — 2003
Teaching Licensure
University of Wisconsin-Madison 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance
Boston College 1992 — 1993
Monica Rose Monica Rose's Heller Financial Experience 1998 - 1999
Job Collections Specialist at TIP Capital, a Crestmark Bank Company
Industry Financial Services
Experience
Macquarie Equipment Finance August 2004 - March 2015
Citizens Bank 2003 - 2004
GE Capital Corporation 2000 - 2003
GE Capital Corporation 1999 - 2000
Heller Financial 1998 - 1999
Dana Commercial Credit 1996 - 1998
Dana Commercial Credit 1989 - 1996
Dana Commercial Credit 1985 - 1989
Skills
Customer Service, Microsoft Office, Outlook, PeopleSoft, LeasePlus, Notary Public, New Business Development, Collections, Visio, PowerPoint, Management, Credit, Analysis, Loans, Process Improvement, Finance, Retail Banking, Banking, Human Resources, Employee Training, Training, Problem Solving, Deposits, Cash Management, Clerical Skills, Clerical Work, Accounts Payable, Accounts Receivable, Recruiting, Account Reconciliation, Presentation Skills, Portfolio Management, Financial Analysis, Leadership
Education
Central Michigan University
Bachelor's Degree, Bachelor of Science
Delta Community College
Associate's Degree, Associate in Arts
Macquarie Equipment Finance August 2004 - March 2015
Citizens Bank 2003 - 2004
GE Capital Corporation 2000 - 2003
GE Capital Corporation 1999 - 2000
Heller Financial 1998 - 1999
Dana Commercial Credit 1996 - 1998
Dana Commercial Credit 1989 - 1996
Dana Commercial Credit 1985 - 1989
Skills
Customer Service, Microsoft Office, Outlook, PeopleSoft, LeasePlus, Notary Public, New Business Development, Collections, Visio, PowerPoint, Management, Credit, Analysis, Loans, Process Improvement, Finance, Retail Banking, Banking, Human Resources, Employee Training, Training, Problem Solving, Deposits, Cash Management, Clerical Skills, Clerical Work, Accounts Payable, Accounts Receivable, Recruiting, Account Reconciliation, Presentation Skills, Portfolio Management, Financial Analysis, Leadership
Education
Central Michigan University
Bachelor's Degree, Bachelor of Science
Delta Community College
Associate's Degree, Associate in Arts
Kelleen Griffin's Heller Financial Experience 1989 - 1991
Job Coach/Mentor | Consultant | Speaker | Adventurer | Making the BIG Shift
Industry Management Consulting
Experience
Kelleen Griffin & Associates February 2008 - Present
Corporate Executive Board May 2003 - September 2007
ARC Second November 1999 - September 2000
Royal Bank of Canada 1993 - 1998
Heller Financial 1989 - 1991
Deloitte, Haskins & Sells 1985 - 1988
Skills
Executive Coaching, Personal Development, Strategy, Organizational..., Leadership Development, Coaching, Entrepreneurship, Management Consulting, Public Speaking, Consulting, Change Management, Start-ups, Executive Management, Emotional Intelligence
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (MBA)
The Johns Hopkins University 2001 — 2003
MS, Organizational Counseling
Saint Mary's College of Notre Dame 1981 — 1985
BBA, Accounting
California Institute of Integral Studies
Certificate in East West Psychology, Indigenous Cultures & Healing Modalities
Kelleen Griffin & Associates February 2008 - Present
Corporate Executive Board May 2003 - September 2007
ARC Second November 1999 - September 2000
Royal Bank of Canada 1993 - 1998
Heller Financial 1989 - 1991
Deloitte, Haskins & Sells 1985 - 1988
Skills
Executive Coaching, Personal Development, Strategy, Organizational..., Leadership Development, Coaching, Entrepreneurship, Management Consulting, Public Speaking, Consulting, Change Management, Start-ups, Executive Management, Emotional Intelligence
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (MBA)
The Johns Hopkins University 2001 — 2003
MS, Organizational Counseling
Saint Mary's College of Notre Dame 1981 — 1985
BBA, Accounting
California Institute of Integral Studies
Certificate in East West Psychology, Indigenous Cultures & Healing Modalities
Juliet N. Berberian CPA/CFF, CFE Juliet N. Berberian CPA/CFF, CFE's Heller Financial Experience 1997 - 1999
Job Founder of Juliet N Berberian CPA
Industry Accounting
Experience
Juliet N Berberian CPA April 2015 - Present
JNBerberian CPA June 2013 - March 2015
CIT December 1999 - May 2013
Heller Financial 1997 - 1999
Heller Financial Inc. 1996 - 1997
Skills
Credit, Credit Analysis, Asset Based Lending, Loans, Financial Analysis, Risk Management, Commercial Lending, Finance, Underwriting, Corporate Finance, Financial Risk, Commercial Banking, Credit Risk, Commercial Finance, Team Building, Portfolio Management, Banking, Factoring, Strategic Planning, Marketing, Mergers & Acquisitions, Due Diligence, Financial Modeling, Strategic Financial..., Financial Planning
Education
California State University-Northridge
B.S., Finance
Pepperdine University
Ed.D., Organizational Leadership
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
Juliet N Berberian CPA April 2015 - Present
JNBerberian CPA June 2013 - March 2015
CIT December 1999 - May 2013
Heller Financial 1997 - 1999
Heller Financial Inc. 1996 - 1997
Skills
Credit, Credit Analysis, Asset Based Lending, Loans, Financial Analysis, Risk Management, Commercial Lending, Finance, Underwriting, Corporate Finance, Financial Risk, Commercial Banking, Credit Risk, Commercial Finance, Team Building, Portfolio Management, Banking, Factoring, Strategic Planning, Marketing, Mergers & Acquisitions, Due Diligence, Financial Modeling, Strategic Financial..., Financial Planning
Education
California State University-Northridge
B.S., Finance
Pepperdine University
Ed.D., Organizational Leadership
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
Frank Miller, SPHR's Heller Financial Experience April 1999 - February 2001
Job DO NOT USE MY PROFILE TO SELL SERVICES OR PRODUCTS! Manager Employee Relations & Leadership Development
Industry Human Resources
Experience
White Memorial Medical Center July 2006 - Present
Independent Human Resources Consultant March 2002 - July 2006
Mercer Human Resource Consulting March 2001 - March 2002
Heller Financial April 1999 - February 2001
First Chicago December 1991 - March 1999
City National Bank July 1983 - August 1991
Wells Fargo May 1981 - June 1983
Skills
Employee Engagement, Leadership Development, Management, Employee Relations, Workforce Planning, Performance Management, Benefits Administration, Human Resources, Coaching, Personnel Management, Succession Planning, Talent Management, SPHR, Onboarding, Deferred Compensation, Employee Benefits, Talent Acquisition, Applicant Tracking..., Labor Relations, Leadership, Organizational..., Training, Team Building, Strategic Planning
Education
La Sierra University 2007 — 2008
MBA, Human Resource Management
Chaminade University of Honolulu
B.A., Liberal Arts
St. John's Seminary College
White Memorial Medical Center July 2006 - Present
Independent Human Resources Consultant March 2002 - July 2006
Mercer Human Resource Consulting March 2001 - March 2002
Heller Financial April 1999 - February 2001
First Chicago December 1991 - March 1999
City National Bank July 1983 - August 1991
Wells Fargo May 1981 - June 1983
Skills
Employee Engagement, Leadership Development, Management, Employee Relations, Workforce Planning, Performance Management, Benefits Administration, Human Resources, Coaching, Personnel Management, Succession Planning, Talent Management, SPHR, Onboarding, Deferred Compensation, Employee Benefits, Talent Acquisition, Applicant Tracking..., Labor Relations, Leadership, Organizational..., Training, Team Building, Strategic Planning
Education
La Sierra University 2007 — 2008
MBA, Human Resource Management
Chaminade University of Honolulu
B.A., Liberal Arts
St. John's Seminary College
Claudio Lippi Claudio Lippi's Heller Financial Experience 1998 - 2001
Job GE Capital Real Estate at Sr. Asset Manager
Industry Commercial Real Estate
Experience
GE Capital Real Estate 2008 - Present
GE Capital Real Estate 2003 - 2007
GE Capital 2001 - 2003
Heller Financial 1998 - 2001
Heller Financial 1996 - 1998
Heller Financial 1994 - 1996
Heller Financial 1993 - 1993
Heller Financial 1991 - 1993
Heller Financial 1988 - 1991
KPMG US 1987 - 1988
Skills
Budgets, Affordable Housing, Tax Credits, Hospitality, Real Estate Finance, Asset Management, Dispositions, Underwriting, Valuations, Workouts, Accounting & Finance, Forecasting, Real Estate Economics, Corporate Finance, Real Estate, Investments, Finance, Valuation, Due Diligence, Financial Analysis
Education
DePaul University 1982 — 1986
Bachelor of Science (B.S.), Accounting, with Honors
GE Capital Real Estate 2008 - Present
GE Capital Real Estate 2003 - 2007
GE Capital 2001 - 2003
Heller Financial 1998 - 2001
Heller Financial 1996 - 1998
Heller Financial 1994 - 1996
Heller Financial 1993 - 1993
Heller Financial 1991 - 1993
Heller Financial 1988 - 1991
KPMG US 1987 - 1988
Skills
Budgets, Affordable Housing, Tax Credits, Hospitality, Real Estate Finance, Asset Management, Dispositions, Underwriting, Valuations, Workouts, Accounting & Finance, Forecasting, Real Estate Economics, Corporate Finance, Real Estate, Investments, Finance, Valuation, Due Diligence, Financial Analysis
Education
DePaul University 1982 — 1986
Bachelor of Science (B.S.), Accounting, with Honors
Lynn M. Wall Lynn M. Wall's Heller Financial Experience 2000 - 2002
Job at Olympus Financial Services
Industry Hospital & Health Care
Experience
Olympus Financial Services 2010 - Present
Quorum Health Resources 2008 - 2010
GE Commercial Finance 2005 - 2007
Lease Corporation of America 2002 - 2005
Heller Financial 2000 - 2002
The CIT Group - Systems Leasing (f/k/a AT&T Systems Leasing) 1989 - 2000
Skills
Loans, Finance, Risk Management, Leadership, Program Management, Management, Business Development, Process Improvement, New Business Development
Education
Central Michigan University
Olympus Financial Services 2010 - Present
Quorum Health Resources 2008 - 2010
GE Commercial Finance 2005 - 2007
Lease Corporation of America 2002 - 2005
Heller Financial 2000 - 2002
The CIT Group - Systems Leasing (f/k/a AT&T Systems Leasing) 1989 - 2000
Skills
Loans, Finance, Risk Management, Leadership, Program Management, Management, Business Development, Process Improvement, New Business Development
Education
Central Michigan University
Mayela Crooks Mayela Crooks's Heller Financial Experience July 1993 - March 1999
Job Manager at RentARama LLC
Industry Hospitality
Experience
Rent-A-Rama LLC August 2012 - Present
DeVry University July 2012 - June 2014
ACT-SO NJ 2011 - 2014
Marriott International 2006 - 2009
FDI LOG BOX February 2001 - March 2003
Heller Financial July 1993 - March 1999
Skills
Computer Proficiency, People-oriented, Spanish-speaking, Organization &..., Public Relations, CRM, Management, Hospitality, Portfolio Management, Analysis, Leadership, Customer Service, Data Analysis, Microsoft Excel, Customer Satisfaction, PowerPoint
Education
DeVry University 2012 — 2014
Bachelor of Science in Technical Management, Hospitality Management, 3.9
Borough of Manhattan Community College 1992 — 1994
Associate's degree, Business management, Finance
Rent-A-Rama LLC August 2012 - Present
DeVry University July 2012 - June 2014
ACT-SO NJ 2011 - 2014
Marriott International 2006 - 2009
FDI LOG BOX February 2001 - March 2003
Heller Financial July 1993 - March 1999
Skills
Computer Proficiency, People-oriented, Spanish-speaking, Organization &..., Public Relations, CRM, Management, Hospitality, Portfolio Management, Analysis, Leadership, Customer Service, Data Analysis, Microsoft Excel, Customer Satisfaction, PowerPoint
Education
DeVry University 2012 — 2014
Bachelor of Science in Technical Management, Hospitality Management, 3.9
Borough of Manhattan Community College 1992 — 1994
Associate's degree, Business management, Finance
Kenneth Favre Kenneth Favre's Heller Financial Experience September 2000 - November 2001
Job Managing Partner & CoFounder of EFA Partners LLC
Industry Investment Banking
Experience
EFA Partners LLC March 2009 - Present
GE Capital November 2006 - June 2008
GE Capital August 2004 - October 2006
GE Capital November 2001 - July 2004
Heller Financial September 2000 - November 2001
Willow Cabin Theatre Company October 1992 - February 2001
Skills
Strategy, Entertainment, Investments, Asset Management, Private Equity, Financial Analysis, Film, Film Production, New Media, Valuation
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
MBA, Finance & Int'l Business concentrations
City University of New York-Hunter College
B.S., Music
EFA Partners LLC March 2009 - Present
GE Capital November 2006 - June 2008
GE Capital August 2004 - October 2006
GE Capital November 2001 - July 2004
Heller Financial September 2000 - November 2001
Willow Cabin Theatre Company October 1992 - February 2001
Skills
Strategy, Entertainment, Investments, Asset Management, Private Equity, Financial Analysis, Film, Film Production, New Media, Valuation
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
MBA, Finance & Int'l Business concentrations
City University of New York-Hunter College
B.S., Music
Marc Adelson Marc Adelson's Heller Financial Experience 1988 - 2000
Job Chief Executive Officer at Capital Business Credit
Industry Banking
Experience
Capital Business Credit February 2011 - Present
GetzlerHenrich & Associates 2009 - 2011
CIT 2007 - 2008
CIT 2005 - 2007
CIT 2000 - 2005
Heller Financial 1988 - 2000
Education
Brooklyn College
Bachelor's, Accounting
Capital Business Credit February 2011 - Present
GetzlerHenrich & Associates 2009 - 2011
CIT 2007 - 2008
CIT 2005 - 2007
CIT 2000 - 2005
Heller Financial 1988 - 2000
Education
Brooklyn College
Bachelor's, Accounting
Andrea Drouillard's Heller Financial Experience 1999 - December 2001
Job Gale, a part of Cengage Learning
Industry E-Learning
Experience
Cengage Learning June 2008 - Present
CIT Group Inc January 2006 - February 2008
GE Commercial Finance June 1994 - January 2005
Heller Financial 1999 - December 2001
Dana Commercial Credit 1994 - 1997
Skills
Publishing, Sales Management, Sales, Siebel, Consultative Selling..., Commercial Leasing, Commercial Finance, Training Delivery, Recruiting, Six Sigma, Green Belt, Operating Lease, Financial Statement..., New Business Development, Employee Training, Employee Recognition, New Hire Training, New Hire Programs, Telecommuting, Flexible approach to..., National Account..., Selling, Sales Presentations, Customer Retention, Cold Calling, Account Management, Training, E-Learning, Ebooks, Online Publishing, Sales Process, Staff Development, Negotiation, Interviews, Business Development, Integrated Marketing, Strategic Partnerships, CRM, Sales Operations, Lead Generation, Selling Skills, Consultative Selling, Leadership, Management
Education
Central Michigan University 1986 — 1990
MSA, Business Administration and Management, General
Bad Axe High School 1982 — 1986
Cengage Learning June 2008 - Present
CIT Group Inc January 2006 - February 2008
GE Commercial Finance June 1994 - January 2005
Heller Financial 1999 - December 2001
Dana Commercial Credit 1994 - 1997
Skills
Publishing, Sales Management, Sales, Siebel, Consultative Selling..., Commercial Leasing, Commercial Finance, Training Delivery, Recruiting, Six Sigma, Green Belt, Operating Lease, Financial Statement..., New Business Development, Employee Training, Employee Recognition, New Hire Training, New Hire Programs, Telecommuting, Flexible approach to..., National Account..., Selling, Sales Presentations, Customer Retention, Cold Calling, Account Management, Training, E-Learning, Ebooks, Online Publishing, Sales Process, Staff Development, Negotiation, Interviews, Business Development, Integrated Marketing, Strategic Partnerships, CRM, Sales Operations, Lead Generation, Selling Skills, Consultative Selling, Leadership, Management
Education
Central Michigan University 1986 — 1990
MSA, Business Administration and Management, General
Bad Axe High School 1982 — 1986
Stan Berris's Heller Financial Experience May 1995 - October 1996
Job Manager of Infrastructure Operations & Security at Capella University
Industry Education Management
Experience
Capella University July 2005 - Present
Hopkins School District January 2006 - December 2009
Onvoy, Inc. January 2000 - July 2005
Juno Inc October 1996 - December 1999
Heller Financial May 1995 - October 1996
Heller Financial 1995 - 1996
Thermo Electron June 1993 - May 1995
Thermo Electron June 1993 - May 1995
Skills
Security, Data Center, Software Documentation, Change Management, Governance, Networking, Management, Information Security, Information Technology, Storage, Architecture, Access, Hardware, Storage Area Networks, Project Management, Visio, SharePoint, Process Improvement, Team Building, Vendor Management, System Administration, Cisco Technologies, Disaster Recovery, Program Management, IT Management, Active Directory, Leadership, Servers, Telecommunications, DNS, Strategy, SAN
Education
Columbia College 2015 — 2019
Associate's degree, Criminal Justice/Law Enforcement Administration
University of San Francisco 1992 — 1996
Bachelor of Science (BS), Information Technology
Capella University July 2005 - Present
Hopkins School District January 2006 - December 2009
Onvoy, Inc. January 2000 - July 2005
Juno Inc October 1996 - December 1999
Heller Financial May 1995 - October 1996
Heller Financial 1995 - 1996
Thermo Electron June 1993 - May 1995
Thermo Electron June 1993 - May 1995
Skills
Security, Data Center, Software Documentation, Change Management, Governance, Networking, Management, Information Security, Information Technology, Storage, Architecture, Access, Hardware, Storage Area Networks, Project Management, Visio, SharePoint, Process Improvement, Team Building, Vendor Management, System Administration, Cisco Technologies, Disaster Recovery, Program Management, IT Management, Active Directory, Leadership, Servers, Telecommunications, DNS, Strategy, SAN
Education
Columbia College 2015 — 2019
Associate's degree, Criminal Justice/Law Enforcement Administration
University of San Francisco 1992 — 1996
Bachelor of Science (BS), Information Technology
John Rizzi's Heller Financial Experience December 1993 - September 2001
Job Financial Services Executive
Industry Financial Services
Experience
De Lage Landen International B.V. March 2005 - June 2014
GE Capital September 2001 - March 2005
Heller Financial December 1993 - September 2001
Skills
Executive Management, New Business Development, Asset Based Lending, Commercial Lending, Sales Management, Banking, Finance, Portfolio Management, Credit, Financial Risk, Contract Negotiation, Restructuring, P&L Management, Commercial Finance, Sales, International Sales, Global Strategy, Business Strategy, Loans, Change Management, Global Management, Financial Analysis, Strategy, Small Business Lending, Vendor Finance, Innovation Management, Management, Mergers & Acquisitions, Risk Management, Business Development, Financial Services, Leadership, Program Management
Education
State University of New York College at Oneonta 1974 — 1977
BS, Biology
Clarkson University 1973 — 1974
Chemistry - Pre Med
De Lage Landen International B.V. March 2005 - June 2014
GE Capital September 2001 - March 2005
Heller Financial December 1993 - September 2001
Skills
Executive Management, New Business Development, Asset Based Lending, Commercial Lending, Sales Management, Banking, Finance, Portfolio Management, Credit, Financial Risk, Contract Negotiation, Restructuring, P&L Management, Commercial Finance, Sales, International Sales, Global Strategy, Business Strategy, Loans, Change Management, Global Management, Financial Analysis, Strategy, Small Business Lending, Vendor Finance, Innovation Management, Management, Mergers & Acquisitions, Risk Management, Business Development, Financial Services, Leadership, Program Management
Education
State University of New York College at Oneonta 1974 — 1977
BS, Biology
Clarkson University 1973 — 1974
Chemistry - Pre Med
Luis Acosta Luis Acosta's Heller Financial Experience 1992 - 2001
Job Senior Managing Director at Ally Financial Inc.
Industry Investment Management
Experience
Ally Financial Inc. July 2011 - Present
PineBridge Investments June 2008 - December 2010
FirstLight Financial Corporation February 2007 - June 2008
Silver Point Capital 2005 - 2007
GE Capital 2001 - 2005
Heller Financial 1992 - 2001
Education
Baruch College, City University of New York (CUNY) 1977 — 1982
BBA, Finance
Ally Financial Inc. July 2011 - Present
PineBridge Investments June 2008 - December 2010
FirstLight Financial Corporation February 2007 - June 2008
Silver Point Capital 2005 - 2007
GE Capital 2001 - 2005
Heller Financial 1992 - 2001
Education
Baruch College, City University of New York (CUNY) 1977 — 1982
BBA, Finance
Sharon Whitehead Sharon Whitehead's Heller Financial Experience September 1995 - June 1998
Job Principal, The Bottom Line Entertainment (TBLEnt)
Industry Music
Experience
The Bottom Line Entertainment January 2009 - Present
Infra-Red Entertainment June 2006 - December 2008
CareKeeper Software, Inc. 1998 - 2007
Heller Financial September 1995 - June 1998
Skills
Accounting, Music Industry, Leadership, Entertainment, Music, Human Resources, Marketing, Networking, Entrepreneurship, Sales, Microsoft Office, Management, QuickBooks, Payroll
Education
Georgia State University
Dekalb Community College 2003 — 2005
AAT, Accounting
The Bottom Line Entertainment January 2009 - Present
Infra-Red Entertainment June 2006 - December 2008
CareKeeper Software, Inc. 1998 - 2007
Heller Financial September 1995 - June 1998
Skills
Accounting, Music Industry, Leadership, Entertainment, Music, Human Resources, Marketing, Networking, Entrepreneurship, Sales, Microsoft Office, Management, QuickBooks, Payroll
Education
Georgia State University
Dekalb Community College 2003 — 2005
AAT, Accounting
Michael J. Hall Michael J. Hall's Heller Financial Experience January 1992 - July 1995
Job Managing Partner at Yukon Partners
Industry Venture Capital & Private Equity
Experience
Yukon Partners February 2008 - Present
Norwest Mezzanine Partners July 2000 - February 2008
Churchill Capital August 1995 - July 2000
Heller Financial January 1992 - July 1995
Wells Fargo Bank October 1988 - December 1991
European American Bank July 1985 - October 1988
Skills
Mezzanine, Private Equity, Leveraged Finance, LBO, Mergers & Acquisitions, Buyouts, Due Diligence, Growth Capital, Financial Structuring, Private Placements, M&A experience, Corporate Finance, Capital Raising, Deal Sourcing, Investor Relations, Portfolio Management, Alternative Investments, Recapitalizations, Structured Finance, Investment Banking, Investments, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
Columbia Engineering 1983 — 1985
BS, Industrial Engineering
Columbia University in the City of New York 1980 — 1984
BA, Math/Science and Comparative Literature
Hibbing High School 1977 — 1980
Yukon Partners February 2008 - Present
Norwest Mezzanine Partners July 2000 - February 2008
Churchill Capital August 1995 - July 2000
Heller Financial January 1992 - July 1995
Wells Fargo Bank October 1988 - December 1991
European American Bank July 1985 - October 1988
Skills
Mezzanine, Private Equity, Leveraged Finance, LBO, Mergers & Acquisitions, Buyouts, Due Diligence, Growth Capital, Financial Structuring, Private Placements, M&A experience, Corporate Finance, Capital Raising, Deal Sourcing, Investor Relations, Portfolio Management, Alternative Investments, Recapitalizations, Structured Finance, Investment Banking, Investments, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
Columbia Engineering 1983 — 1985
BS, Industrial Engineering
Columbia University in the City of New York 1980 — 1984
BA, Math/Science and Comparative Literature
Hibbing High School 1977 — 1980
Paul Luboyeski Paul Luboyeski's Heller Financial Experience 1993 - 2001
Job Associate Director Commercial Finance at PayNet, Inc.
Industry Financial Services
Experience
PayNet, Inc. October 2013 - Present
Hyundai Construction Equipment Americas, Inc. March 2011 - September 2013
Pennsylvania Life July 2010 - March 2011
GE Commercial Finance October 2001 - February 2009
Heller Financial 1993 - 2001
Sanwa Business Credit Corporation 1987 - 1993
Merrill Lynch Business Financial Services 1981 - 1987
Skills
Credit, Negotiation, Contract Negotiation, Problem Solving, Financial Analysis, Team Building, Finance, Program Management, Management, Business Development, Strategic Planning, Financial Services
Education
Boston College
BS, Finance
Michigan State University - The Eli Broad College of Business
MBA, Marketing
PayNet, Inc. October 2013 - Present
Hyundai Construction Equipment Americas, Inc. March 2011 - September 2013
Pennsylvania Life July 2010 - March 2011
GE Commercial Finance October 2001 - February 2009
Heller Financial 1993 - 2001
Sanwa Business Credit Corporation 1987 - 1993
Merrill Lynch Business Financial Services 1981 - 1987
Skills
Credit, Negotiation, Contract Negotiation, Problem Solving, Financial Analysis, Team Building, Finance, Program Management, Management, Business Development, Strategic Planning, Financial Services
Education
Boston College
BS, Finance
Michigan State University - The Eli Broad College of Business
MBA, Marketing
Shirika Cousin Shirika Cousin's Heller Financial Experience September 1993 - May 1994
Job Matching Top Talent with Career Opportunities
Industry Financial Services
Experience
Great-West Financial July 2011 - June 2014
CORESTAFF Services November 2010 - July 2011
Ajilon Finance July 2007 - April 2009
First Data Corporation July 2003 - December 2004
KForce June 2002 - July 2003
MG Jordan February 2002 - June 2002
Robert Half Finance & Accounting May 1999 - February 2002
Chateau Communities February 1997 - February 1998
Citigroup Diners Club May 1994 - February 1997
Heller Financial September 1993 - May 1994
Skills
Recruiting, Talent Acquisition, Human Resources, Interviews, Executive Search, Accounting, Permanent Placement, Call Centers, Resume Writing, Screening, Sourcing, Technical Recruiting, Applicant Tracking..., College Recruiting, Screening Resumes
Education
Claremont McKenna College 1986 — 1990
BA, Economics and Accounting
Great-West Financial July 2011 - June 2014
CORESTAFF Services November 2010 - July 2011
Ajilon Finance July 2007 - April 2009
First Data Corporation July 2003 - December 2004
KForce June 2002 - July 2003
MG Jordan February 2002 - June 2002
Robert Half Finance & Accounting May 1999 - February 2002
Chateau Communities February 1997 - February 1998
Citigroup Diners Club May 1994 - February 1997
Heller Financial September 1993 - May 1994
Skills
Recruiting, Talent Acquisition, Human Resources, Interviews, Executive Search, Accounting, Permanent Placement, Call Centers, Resume Writing, Screening, Sourcing, Technical Recruiting, Applicant Tracking..., College Recruiting, Screening Resumes
Education
Claremont McKenna College 1986 — 1990
BA, Economics and Accounting
Sherri Ray Sherri Ray's Heller Financial Experience January 1997 - July 1999
Job AVP, Collateral Verification Review Manager at Federal Home Loan Bank of Atlanta
Industry Banking
Experience
Federal Home Loan Bank of Atlanta November 2010 - Present
Atlanta Business Bank April 2010 - December 2010
Silverton Bridge Bank, N.A. May 2009 - May 2010
Silverton Bank December 2000 - May 2009
Emergent Business Capital July 1999 - December 2000
Heller Financial January 1997 - July 1999
Norwest Financial May 1995 - July 1996
Education
Auburn University, College of Business 1992 — 1995
BS, Economics
Federal Home Loan Bank of Atlanta November 2010 - Present
Atlanta Business Bank April 2010 - December 2010
Silverton Bridge Bank, N.A. May 2009 - May 2010
Silverton Bank December 2000 - May 2009
Emergent Business Capital July 1999 - December 2000
Heller Financial January 1997 - July 1999
Norwest Financial May 1995 - July 1996
Education
Auburn University, College of Business 1992 — 1995
BS, Economics
Chris Waldron's Heller Financial Experience March 2000 - December 2001
Job Portfolio Risk Manager at General Electric
Industry Banking
Experience
General Electric October 2007 - Present
Fifth Third Bank December 2001 - October 2007
Heller Financial March 2000 - December 2001
Bank One / First Chicago November 1997 - July 2000
Chicago Research and Trading / NationsBanc - CRT January 1992 - December 1996
Skills
Derivatives, ALM, Risk Management, VAR, Market Risk, Credit Risk, Capital Markets, Financial Risk, Financial Modeling, Portfolio Management, Structured Finance, Credit, Hedging, Valuation, Credit Analysis, FX Options, Trading, Options, Banking
Education
The University of Chicago Booth School of Business 1996 — 1999
Master of Business Administration (M.B.A.), Accounting and Finance
DePaul University 1987 — 1991
BS, Finance
General Electric October 2007 - Present
Fifth Third Bank December 2001 - October 2007
Heller Financial March 2000 - December 2001
Bank One / First Chicago November 1997 - July 2000
Chicago Research and Trading / NationsBanc - CRT January 1992 - December 1996
Skills
Derivatives, ALM, Risk Management, VAR, Market Risk, Credit Risk, Capital Markets, Financial Risk, Financial Modeling, Portfolio Management, Structured Finance, Credit, Hedging, Valuation, Credit Analysis, FX Options, Trading, Options, Banking
Education
The University of Chicago Booth School of Business 1996 — 1999
Master of Business Administration (M.B.A.), Accounting and Finance
DePaul University 1987 — 1991
BS, Finance
Mariya Kara's Heller Financial Experience August 1999 - January 2002
Job
Industry Financial Services
Experience
Bank of America August 2012 - Present
Bank of America July 2007 - August 2012
Bank of America October 2002 - July 2007
Heller Financial August 1999 - January 2002
Skills
Vendor Management, Business Analysis, ITIL, Requirements Analysis, IT Strategy, Process Improvement, Microsoft SQL Server, Risk Management, Integration, SQL, SDLC, Project Management, Program Management, Six Sigma, Business Intelligence, .NET, C#, Databases, Software Development, IT Service Management, Product Management, Software Project...
Education
DePaul University 2002 — 2007
MS
DePaul University 1996 — 1999
BS
Bank of America August 2012 - Present
Bank of America July 2007 - August 2012
Bank of America October 2002 - July 2007
Heller Financial August 1999 - January 2002
Skills
Vendor Management, Business Analysis, ITIL, Requirements Analysis, IT Strategy, Process Improvement, Microsoft SQL Server, Risk Management, Integration, SQL, SDLC, Project Management, Program Management, Six Sigma, Business Intelligence, .NET, C#, Databases, Software Development, IT Service Management, Product Management, Software Project...
Education
DePaul University 2002 — 2007
MS
DePaul University 1996 — 1999
BS
Ray Benson's Heller Financial Experience 1985 - 1990
Job Technology Services Advisor
Industry Information Technology and Services
Experience
Self Employed April 2010 - Present
PSAV Presentation Services September 2008 - April 2010
Sogeti USA March 2007 - June 2008
Software Architects February 1990 - March 2007
Heller Financial 1985 - 1990
Skills
Business Analysis, Consulting, Business Process..., Professional Services, IT Strategy, Business Intelligence, Vendor Management, Leadership, Strategy, Solution Selling, IT Management, Management
Education
Bradley University
BS, Mathematics
Purdue University
MS, Managment Information Systems
Self Employed April 2010 - Present
PSAV Presentation Services September 2008 - April 2010
Sogeti USA March 2007 - June 2008
Software Architects February 1990 - March 2007
Heller Financial 1985 - 1990
Skills
Business Analysis, Consulting, Business Process..., Professional Services, IT Strategy, Business Intelligence, Vendor Management, Leadership, Strategy, Solution Selling, IT Management, Management
Education
Bradley University
BS, Mathematics
Purdue University
MS, Managment Information Systems
Maurice Holt's Heller Financial Experience May 2000 - May 2002
Job Developer at ITG Derivatives
Industry Financial Services
Experience
ITG 2007 - Present
FinanSure April 2007 - October 2007
Townsend Analytics April 2005 - April 2007
ComPsych September 2002 - April 2005
Genesys Healthcare Systems June 2002 - August 2002
Heller Financial May 2000 - May 2002
Skills
Trading Systems, Business Intelligence, Data Warehousing, ETL, SDLC, SQL Server Management..., SQL, Microsoft SQL Server, Business Analysis, Electronic Trading, Database Design, Oracle, Analysis Services, SSRS, Access, SSIS
Education
DePaul University 2000 — 2003
M.S, Information Systems
Illinois State University 1996 — 2000
B.S, Business Administration
ITG 2007 - Present
FinanSure April 2007 - October 2007
Townsend Analytics April 2005 - April 2007
ComPsych September 2002 - April 2005
Genesys Healthcare Systems June 2002 - August 2002
Heller Financial May 2000 - May 2002
Skills
Trading Systems, Business Intelligence, Data Warehousing, ETL, SDLC, SQL Server Management..., SQL, Microsoft SQL Server, Business Analysis, Electronic Trading, Database Design, Oracle, Analysis Services, SSRS, Access, SSIS
Education
DePaul University 2000 — 2003
M.S, Information Systems
Illinois State University 1996 — 2000
B.S, Business Administration
Amy Rosen's Heller Financial Experience September 2000 - June 2002
Job IT Specialist at Boston Consulting Group
Industry Information Technology and Services
Experience
The Boston Consulting Group October 2010 - Present
Centro December 2007 - September 2010
Motorola November 2005 - December 2007
Computer Sciences Corporation 2000 - 2007
Sears October 2004 - November 2005
Diversified Financial Management Corporation December 2003 - October 2004
Abbott Labs July 2002 - September 2003
Heller Financial September 2000 - June 2002
Abbott Laboratories July 1999 - September 2000
Allstate Insurance Company November 1996 - July 1999
Skills
Active Directory, XP, Windows 7, Servers, Technical Support, Troubleshooting, Operating Systems, Hardware, System Administration, TCP/IP, Software Documentation, DNS, Networking, VPN, Network Administration, Help Desk Support, Databases, Software Installation, Laptops, Lotus Notes, Project Management, Management, Information Technology, Printers, BMC Remedy, Windows XP, System Deployment
Education
DePaul University 2011 — 2015
MS Information Systems, Information Security and Compliance, 3.968 GPA
Northern Illinois University 1994 — 1996
BS, Communicative Disorders
Saint Raymonds
american management association
american management association
The Boston Consulting Group October 2010 - Present
Centro December 2007 - September 2010
Motorola November 2005 - December 2007
Computer Sciences Corporation 2000 - 2007
Sears October 2004 - November 2005
Diversified Financial Management Corporation December 2003 - October 2004
Abbott Labs July 2002 - September 2003
Heller Financial September 2000 - June 2002
Abbott Laboratories July 1999 - September 2000
Allstate Insurance Company November 1996 - July 1999
Skills
Active Directory, XP, Windows 7, Servers, Technical Support, Troubleshooting, Operating Systems, Hardware, System Administration, TCP/IP, Software Documentation, DNS, Networking, VPN, Network Administration, Help Desk Support, Databases, Software Installation, Laptops, Lotus Notes, Project Management, Management, Information Technology, Printers, BMC Remedy, Windows XP, System Deployment
Education
DePaul University 2011 — 2015
MS Information Systems, Information Security and Compliance, 3.968 GPA
Northern Illinois University 1994 — 1996
BS, Communicative Disorders
Saint Raymonds
american management association
american management association
William Headley's Heller Financial Experience October 2000 - January 2002
Job Software Developer at PrimeSource Healthcare Systems, Inc.
Industry Health, Wellness and Fitness
Experience
PrimeSource Healthcare Systems, Inc. November 2009 - Present
Cancer Treatment Centers of America October 2007 - November 2009
CorSolutions/Matria June 2004 - October 2007
Matria Healthcare June 2004 - October 2007
Sagestone, Inc December 2003 - June 2004
W.W. Grainger, Inc July 2002 - December 2003
Heller Financial October 2000 - January 2002
Tactica Technology Group June 1999 - October 2000
FCG/ISCG January 1997 - June 1999
The LeMans Group June 1994 - January 1997
Skills
SQL, C#, SQL Server, HTML, Software Development, .NET, Healthcare, Integration, XML, Team Leadership, SSIS, SSRS, ASP.NET, Problem Solving, Databases, Troubleshooting, Microsoft SQL Server, VB.NET, WinForms, Web Development, Visio, Visual Basic, Active Directory, Business Analysis, System Administration, Unix, SDLC, Visual Studio, Access, SharePoint, Agile Methodologies, Requirements Analysis, Business Intelligence, Web Services, Software Project..., JavaScript, Oracle, Software Documentation, IIS, ASP.NET MVC, Windows Server, Web Applications
Education
Bucknell University 1988 — 1992
BSEG, Computer Science Engineering
PrimeSource Healthcare Systems, Inc. November 2009 - Present
Cancer Treatment Centers of America October 2007 - November 2009
CorSolutions/Matria June 2004 - October 2007
Matria Healthcare June 2004 - October 2007
Sagestone, Inc December 2003 - June 2004
W.W. Grainger, Inc July 2002 - December 2003
Heller Financial October 2000 - January 2002
Tactica Technology Group June 1999 - October 2000
FCG/ISCG January 1997 - June 1999
The LeMans Group June 1994 - January 1997
Skills
SQL, C#, SQL Server, HTML, Software Development, .NET, Healthcare, Integration, XML, Team Leadership, SSIS, SSRS, ASP.NET, Problem Solving, Databases, Troubleshooting, Microsoft SQL Server, VB.NET, WinForms, Web Development, Visio, Visual Basic, Active Directory, Business Analysis, System Administration, Unix, SDLC, Visual Studio, Access, SharePoint, Agile Methodologies, Requirements Analysis, Business Intelligence, Web Services, Software Project..., JavaScript, Oracle, Software Documentation, IIS, ASP.NET MVC, Windows Server, Web Applications
Education
Bucknell University 1988 — 1992
BSEG, Computer Science Engineering
Lisa Stahl's Heller Financial Experience 1999 - 2001
Job Independent Graphic Design Professional
Industry Graphic Design
Experience
GE 2001 - 2001
Heller Financial 1999 - 2001
Heller Financial Leasing Inc. 1999 - 2001
Dana Commerical Credit Corp. 1991 - 1999
Dana Commercial Credit 1989 - 1999
Education
College for Creative Studies 1986 — 1989
BFA, Art Direction, Graphic Design
Center for Creative Studies College of Art and Design 1985 — 1989
GE 2001 - 2001
Heller Financial 1999 - 2001
Heller Financial Leasing Inc. 1999 - 2001
Dana Commerical Credit Corp. 1991 - 1999
Dana Commercial Credit 1989 - 1999
Education
College for Creative Studies 1986 — 1989
BFA, Art Direction, Graphic Design
Center for Creative Studies College of Art and Design 1985 — 1989
Kevin Stewart's Heller Financial Experience 1995 - 1998
Job Vice President and CTO
Industry Computer Networking
Experience
Burwood Group November 2001 - Present
Commerx 1999 - 2001
FCG April 1996 - April 1998
Heller Financial 1995 - 1998
ISCG 1995 - 1998
Mobil Oil Research and Development 1991 - 1995
Skills
Data Center, Microsoft SQL Server, IT Strategy, High Availability, Cloud Computing, Virtualization, Enterprise Architecture, Disaster Recovery, Cisco Technologies, IT Management, Networking, VMware, Enterprise Software, Consulting, Security, Infrastructure, Integration, SaaS, Vendor Management, Routing, Professional Services
Education
Bucknell University 1987 — 1991
Bachelor of Science (B.S.), Computer Engineering
United High School 1983 — 1987
Burwood Group November 2001 - Present
Commerx 1999 - 2001
FCG April 1996 - April 1998
Heller Financial 1995 - 1998
ISCG 1995 - 1998
Mobil Oil Research and Development 1991 - 1995
Skills
Data Center, Microsoft SQL Server, IT Strategy, High Availability, Cloud Computing, Virtualization, Enterprise Architecture, Disaster Recovery, Cisco Technologies, IT Management, Networking, VMware, Enterprise Software, Consulting, Security, Infrastructure, Integration, SaaS, Vendor Management, Routing, Professional Services
Education
Bucknell University 1987 — 1991
Bachelor of Science (B.S.), Computer Engineering
United High School 1983 — 1987
Dean Jeffe's Heller Financial Experience 1999 - 2001
Job Director at NXT Capital
Industry Banking
Experience
NXT Capital March 2013 - Present
GE Antares October 1999 - March 2013
Heller Financial 1999 - 2001
Skills
Restructuring, Debt Restructuring, Cash Flow Lending, Leveraged Finance, Middle Market, Underwriting, Risk Management, LBO
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Finance
Boston College 1995 — 1999
BS, Finance, General
NXT Capital March 2013 - Present
GE Antares October 1999 - March 2013
Heller Financial 1999 - 2001
Skills
Restructuring, Debt Restructuring, Cash Flow Lending, Leveraged Finance, Middle Market, Underwriting, Risk Management, LBO
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Finance
Boston College 1995 — 1999
BS, Finance, General
Bill Teberg's Heller Financial Experience January 1999 - April 2002
Job Real Estate & Facilities Outsourcing Expert Specializing in Manufacturing, Utilities and Financial Services
Industry Real Estate
Experience
JLL March 2010 - Present
JLL January 2010 - December 2011
JLL July 2005 - December 2008
Heller Financial January 1999 - April 2002
Aon Corporation January 1996 - January 1999
Safety-Kleen October 1989 - December 1995
Pace Construction (HC Beck) August 1985 - September 1989
Skills
Structured Finance, Client Relationship..., Global Facilities..., Mergers & Acquisitions, Strategic Planning, Project Management
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Business
Arizona State University
BS, Construction Engineering
JLL March 2010 - Present
JLL January 2010 - December 2011
JLL July 2005 - December 2008
Heller Financial January 1999 - April 2002
Aon Corporation January 1996 - January 1999
Safety-Kleen October 1989 - December 1995
Pace Construction (HC Beck) August 1985 - September 1989
Skills
Structured Finance, Client Relationship..., Global Facilities..., Mergers & Acquisitions, Strategic Planning, Project Management
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Business
Arizona State University
BS, Construction Engineering
Anita Moore's Heller Financial Experience November 1999 - January 2003
Job IT Quality Analyst at ELM Solutions, a Wolters Kluwer business
Industry Information Technology and Services
Experience
Wolters Kluwer ELM Solutions November 2006 - Present
AIG Insurance August 2006 - September 2006
Accenture Human Resource Services February 2006 - June 2006
Much Shelist 2003 - 2006
Heller Financial November 1999 - January 2003
Keane, Inc. November 1998 - November 1999
Cyborg Systems September 1996 - November 1998
Skills
Testing, Quality Center, Test Planning, Test Automation, Quality Assurance, Manual Testing, Test Management, System Testing, Regression Testing, Test Cases, QTP, Integration, Visual Studio, Program Management, SDLC
Education
DePaul University 1992 — 1996
MS, Computer Science and Information Systems
Northern Illinois University 1974 — 1976
BS, Business Education
Joliet Junior College 1972 — 1974
AS, Business Administration
Wolters Kluwer ELM Solutions November 2006 - Present
AIG Insurance August 2006 - September 2006
Accenture Human Resource Services February 2006 - June 2006
Much Shelist 2003 - 2006
Heller Financial November 1999 - January 2003
Keane, Inc. November 1998 - November 1999
Cyborg Systems September 1996 - November 1998
Skills
Testing, Quality Center, Test Planning, Test Automation, Quality Assurance, Manual Testing, Test Management, System Testing, Regression Testing, Test Cases, QTP, Integration, Visual Studio, Program Management, SDLC
Education
DePaul University 1992 — 1996
MS, Computer Science and Information Systems
Northern Illinois University 1974 — 1976
BS, Business Education
Joliet Junior College 1972 — 1974
AS, Business Administration
Chris Flynn's Heller Financial Experience 2001 - 2003
Job CoCEO / CoCIO THL Credit
Industry Investment Management
Experience
THL Credit Advisors LLC March 2007 - Present
AIG 2005 - 2007
Black Diamond Capital, LLC 2003 - 2005
Heller Financial 2001 - 2003
Skills
Private Equity, Capital Markets, Leveraged Finance, Investment Banking, Financial Modeling, Portfolio Management, Investments, Corporate Finance, Mergers, Due Diligence, LBO
Education
Northwestern University - Kellogg School of Management 2002 — 2004
DePaul University 1992 — 1996
Finance
THL Credit Advisors LLC March 2007 - Present
AIG 2005 - 2007
Black Diamond Capital, LLC 2003 - 2005
Heller Financial 2001 - 2003
Skills
Private Equity, Capital Markets, Leveraged Finance, Investment Banking, Financial Modeling, Portfolio Management, Investments, Corporate Finance, Mergers, Due Diligence, LBO
Education
Northwestern University - Kellogg School of Management 2002 — 2004
DePaul University 1992 — 1996
Finance
Lynn Wirth Daugerdas's Heller Financial Experience June 1986 - December 1996
Job Communications Consultant
Industry Public Relations and Communications
Experience
Lynn Daugerdas Communications October 2008 - Present
CIGNA Retirement and Investment Services January 1997 - September 2003
Heller Financial June 1986 - December 1996
Skills
Leadership, Newsletters, Marketing, Internal Communications, Strategic Communications, Coaching, Change Management, Media Relations, Employee Engagement, Public Speaking, Event Planning, Marketing Communications, Training, Editing, Public Relations, Corporate Communications, Strategy
Education
Purdue University 1984 — 1986
MA, Organizational Communications
Bradley University 1980 — 1984
BS, Communications
Lynn Daugerdas Communications October 2008 - Present
CIGNA Retirement and Investment Services January 1997 - September 2003
Heller Financial June 1986 - December 1996
Skills
Leadership, Newsletters, Marketing, Internal Communications, Strategic Communications, Coaching, Change Management, Media Relations, Employee Engagement, Public Speaking, Event Planning, Marketing Communications, Training, Editing, Public Relations, Corporate Communications, Strategy
Education
Purdue University 1984 — 1986
MA, Organizational Communications
Bradley University 1980 — 1984
BS, Communications
Charmaine Wright's Heller Financial Experience October 1989 - June 1999
Job Strategic Small Business Coach
Industry Professional Training & Coaching
Experience
Wisdom Business Management Senior Credit UnderwriterUPS CapitalDecember 2005 - Present
Heller Financial October 1989 - June 1999
Education
DePaul University 1984 — 1988
BS Commerce, Accounting
Wisdom Business Management Senior Credit UnderwriterUPS CapitalDecember 2005 - Present
Heller Financial October 1989 - June 1999
Education
DePaul University 1984 — 1988
BS Commerce, Accounting
Dave Bormes's Heller Financial Experience 1986 - 1998
Job Dakota Capital Group, LLC
Industry Real Estate
Experience
Dakota Capital Group, LLC January 2008 - Present
Tramore Capital Advisors, LLC May 2010 - January 2012
GMAC ResCap February 1998 - January 2008
Heller Financial 1986 - 1998
GE Capital November 1977 - February 1986
Skills
Management, Investment Properties, Financial Analysis, Loans, Finance, Start-ups, Real Estate Economics, Real Estate, Leadership, Commercial Real Estate, Asset Management, Due Diligence, Investments, Portfolio Management
Education
Northern State University 1976 — 1977
BA, History
Creighton University 1974 — 1976
Roncalli High School 1970 — 1974
Dakota Capital Group, LLC January 2008 - Present
Tramore Capital Advisors, LLC May 2010 - January 2012
GMAC ResCap February 1998 - January 2008
Heller Financial 1986 - 1998
GE Capital November 1977 - February 1986
Skills
Management, Investment Properties, Financial Analysis, Loans, Finance, Start-ups, Real Estate Economics, Real Estate, Leadership, Commercial Real Estate, Asset Management, Due Diligence, Investments, Portfolio Management
Education
Northern State University 1976 — 1977
BA, History
Creighton University 1974 — 1976
Roncalli High School 1970 — 1974
Tom Bukowski's Heller Financial Experience 1993 - 2001
Job Senior Vice President at New York Community Bank Specialty Finance Co.
Industry Financial Services
Experience
Merrill Lynch Capital Senior Vice PresidentNew York Community Bank Specialty Finance Co.May 2013 - Present
Flagstar Bank March 2011 - April 2013
Citibank 2010 - 2011
Merrill Lynch Capital 2002 - 2008
Heller Financial 1993 - 2001
Barclays Business Credit 1986 - 1993
Skills
Asset Based Lending, Portfolio Management, Capital Markets, LBO, Private Equity, Financial Structuring, Leveraged Finance
Education
Southern Illinois University 1976 — 1977
College of the Holy Cross 1972 — 1976
Merrill Lynch Capital Senior Vice PresidentNew York Community Bank Specialty Finance Co.May 2013 - Present
Flagstar Bank March 2011 - April 2013
Citibank 2010 - 2011
Merrill Lynch Capital 2002 - 2008
Heller Financial 1993 - 2001
Barclays Business Credit 1986 - 1993
Skills
Asset Based Lending, Portfolio Management, Capital Markets, LBO, Private Equity, Financial Structuring, Leveraged Finance
Education
Southern Illinois University 1976 — 1977
College of the Holy Cross 1972 — 1976
Gloria Pearson's Heller Financial Experience March 1998 - July 1999
Job Finance Supervisor at Abbott Laboratories
Industry Medical Devices
Experience
Abbott Laboratories September 2014 - Present
Abbott May 2005 - September 2014
Abbott May 2003 - May 2005
Abbott July 1999 - May 2003
Heller Financial March 1998 - July 1999
First Midwest Bank January 1996 - March 1998
First Midwest Bank February 1993 - January 1996
Skills
Managerial Finance, Financial Analysis, Essbase, Forecasting, Sarbanes-Oxley Act, Hyperion Enterprise, Cost Accounting, Microsoft Excel, Auditing, Hyperion
Education
Auburn University at Montgomery 1985 — 1988
Abbott Laboratories September 2014 - Present
Abbott May 2005 - September 2014
Abbott May 2003 - May 2005
Abbott July 1999 - May 2003
Heller Financial March 1998 - July 1999
First Midwest Bank January 1996 - March 1998
First Midwest Bank February 1993 - January 1996
Skills
Managerial Finance, Financial Analysis, Essbase, Forecasting, Sarbanes-Oxley Act, Hyperion Enterprise, Cost Accounting, Microsoft Excel, Auditing, Hyperion
Education
Auburn University at Montgomery 1985 — 1988
Bill Jenks's Heller Financial Experience 2000 - 2001
Job Managing Partner at Archforward Partners Inc. a portfolio of retail and real estate investments.
Industry Information Technology and Services
Experience
Archforward Partners Inc. May 2015 - Present
Gartner May 2008 - April 2015
Safeco 2006 - 2008
Publicis Group 2001 - 2005
Heller Financial 2000 - 2001
Chicago Mercantile Exchange 1997 - 2000
Space Systems Loral 1992 - 1997
Skills
IT Management, IT Strategy, Change Management, IT Service Management, Management, Cloud Computing, Business Intelligence, Disaster Recovery, Program Management, Vendor Management, Business Analysis, Enterprise Architecture, ITIL, SDLC, Project Management, Integration, Outsourcing, Governance, Project Portfolio..., Team Leadership, Information Technology, Process Improvement, IT Operations
Education
California State Polytechnic University-Pomona 1970 — 1974
Archforward Partners Inc. May 2015 - Present
Gartner May 2008 - April 2015
Safeco 2006 - 2008
Publicis Group 2001 - 2005
Heller Financial 2000 - 2001
Chicago Mercantile Exchange 1997 - 2000
Space Systems Loral 1992 - 1997
Skills
IT Management, IT Strategy, Change Management, IT Service Management, Management, Cloud Computing, Business Intelligence, Disaster Recovery, Program Management, Vendor Management, Business Analysis, Enterprise Architecture, ITIL, SDLC, Project Management, Integration, Outsourcing, Governance, Project Portfolio..., Team Leadership, Information Technology, Process Improvement, IT Operations
Education
California State Polytechnic University-Pomona 1970 — 1974
Greg Metcalf's Heller Financial Experience 1986 - 1987
Job Area Director at N2 Publishing
Industry Marketing and Advertising
Experience
N2 Publishing 2013 - Present
Knox,Savage,Shaw and Associates 2013 - Present
hibu May 2011 - February 2013
Protection One 2003 - 2011
Verizon 2000 - 2003
American Capital Resource 1996 - 2000
Bank of America 1989 - 1996
Xerox 1987 - 1989
Heller Financial 1986 - 1987
John Hancock Life Insurance Company (U.S.A.) 1982 - 1986
Skills
Selling, Sales Process, New Business Development, Sales, Lead Generation, Training, B2B, Social Media, Cold Calling, Account Management, Social Media Marketing, Customer Service, Negotiation, Online Marketing, Sales Management, Business Development, Finance, Market Planning, Analytics, Start-ups, Advertising, Marketing, Strategy, Product Marketing, Social Networking, Online Advertising, Management, Marketing Communications, Sales Presentations, Strategic Partnerships, Entrepreneurship, Sales Operations, Team Building, SEO, Small Business, Leadership, Email Marketing, Marketing Strategy, Direct Sales, Customer Retention, Direct Marketing, Event Management, CRM, Digital Marketing, Creative Strategy, Team Leadership, Consultative Selling, Business Process, Website Construction, Customer Relations
Education
College of the Holy Cross 1972 — 1977
Bachelor of Science (BS)
Shaw High School East Cleveland Ohio
N2 Publishing 2013 - Present
Knox,Savage,Shaw and Associates 2013 - Present
hibu May 2011 - February 2013
Protection One 2003 - 2011
Verizon 2000 - 2003
American Capital Resource 1996 - 2000
Bank of America 1989 - 1996
Xerox 1987 - 1989
Heller Financial 1986 - 1987
John Hancock Life Insurance Company (U.S.A.) 1982 - 1986
Skills
Selling, Sales Process, New Business Development, Sales, Lead Generation, Training, B2B, Social Media, Cold Calling, Account Management, Social Media Marketing, Customer Service, Negotiation, Online Marketing, Sales Management, Business Development, Finance, Market Planning, Analytics, Start-ups, Advertising, Marketing, Strategy, Product Marketing, Social Networking, Online Advertising, Management, Marketing Communications, Sales Presentations, Strategic Partnerships, Entrepreneurship, Sales Operations, Team Building, SEO, Small Business, Leadership, Email Marketing, Marketing Strategy, Direct Sales, Customer Retention, Direct Marketing, Event Management, CRM, Digital Marketing, Creative Strategy, Team Leadership, Consultative Selling, Business Process, Website Construction, Customer Relations
Education
College of the Holy Cross 1972 — 1977
Bachelor of Science (BS)
Shaw High School East Cleveland Ohio
Albert Perez's Heller Financial Experience October 1986 - March 1991
Job Chief Risk Officer at Hana Business Capital, LLC
Industry Banking
Experience
Hana Financial, Inc. July 2015 - Present
BBVA Compass April 2013 - July 2015
CSUSB January 2015 - June 2015
OCBC Bank March 2008 - April 2013
Allied Irish Banks May 2007 - February 2008
PNC Business Credit May 2000 - April 2007
Sanwa Bank California August 1996 - April 2000
Heller Financial October 1986 - March 1991
Skills
Mergers & Acquisitions, Corporate Finance, Loans, Restructuring, Finance, Banking, Commercial Banking, Asset Based Lending, Trade Finance, Middle Market, Cash Flow, Recapitalizations, Sales, Commercial Lending, Credit Analysis, Portfolio Management, Credit, Capital Markets, Financial Analysis, Financial Modeling, Mergers, Risk Management, Financial Structuring, Private Equity, Valuation, Business Strategy, Strategy, Business Planning
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2009 — 2012
EMBA, Executive MBA
University of California, Los Angeles 1981 — 1986
BA, Economics
Hana Financial, Inc. July 2015 - Present
BBVA Compass April 2013 - July 2015
CSUSB January 2015 - June 2015
OCBC Bank March 2008 - April 2013
Allied Irish Banks May 2007 - February 2008
PNC Business Credit May 2000 - April 2007
Sanwa Bank California August 1996 - April 2000
Heller Financial October 1986 - March 1991
Skills
Mergers & Acquisitions, Corporate Finance, Loans, Restructuring, Finance, Banking, Commercial Banking, Asset Based Lending, Trade Finance, Middle Market, Cash Flow, Recapitalizations, Sales, Commercial Lending, Credit Analysis, Portfolio Management, Credit, Capital Markets, Financial Analysis, Financial Modeling, Mergers, Risk Management, Financial Structuring, Private Equity, Valuation, Business Strategy, Strategy, Business Planning
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2009 — 2012
EMBA, Executive MBA
University of California, Los Angeles 1981 — 1986
BA, Economics
Diane Nowak's Heller Financial Experience 1980 - 1987
Job VP/PNC Bank/Collateral Monitoring Group
Industry Financial Services
Experience
PNC Bank 1995 - Present
Forest City Capital Corp 1993 - 1995
Dana Business Credit 1987 - 1993
Heller Financial 1980 - 1987
Education
Baldwin Wallace University
PNC Bank 1995 - Present
Forest City Capital Corp 1993 - 1995
Dana Business Credit 1987 - 1993
Heller Financial 1980 - 1987
Education
Baldwin Wallace University
Christina Soco's Heller Financial Experience 2000 - 2002
Job Senior Database Developer at Newedge
Industry Information Technology and Services
Experience
Newedge October 2011 - Present
Thomson Reuters April 2007 - September 2011
JPMorgan Chase 2003 - 2007
Heller Financial 2000 - 2002
Skills
SQL, Microsoft SQL Server, SDLC, Requirements Analysis, Agile Methodologies, Unix, Databases, Visio, Data Warehousing
Education
DePaul University 2000 — 2002
Master of Science (MS), Information Technology
Northern Illinois University 1995 — 1999
Bachelor of Science (BS), Operations Management and Information Systems
Newedge October 2011 - Present
Thomson Reuters April 2007 - September 2011
JPMorgan Chase 2003 - 2007
Heller Financial 2000 - 2002
Skills
SQL, Microsoft SQL Server, SDLC, Requirements Analysis, Agile Methodologies, Unix, Databases, Visio, Data Warehousing
Education
DePaul University 2000 — 2002
Master of Science (MS), Information Technology
Northern Illinois University 1995 — 1999
Bachelor of Science (BS), Operations Management and Information Systems
Doug Zylstra's Heller Financial Experience January 1982 - December 1994
Job at Zylstra Enterprises LLC
Industry Financial Services
Experience
Zylstra Enterprises LLC January 2010 - Present
Rabobank September 1995 - October 2007
Heller Financial January 1982 - December 1994
Education
Purdue University 1979 — 1981
BS, General Management - Finance
Calvin College 1976 — 1979
NA, Business Economics
Zylstra Enterprises LLC January 2010 - Present
Rabobank September 1995 - October 2007
Heller Financial January 1982 - December 1994
Education
Purdue University 1979 — 1981
BS, General Management - Finance
Calvin College 1976 — 1979
NA, Business Economics
Becky Hines's Heller Financial Experience 1999 - 2001
Job Sales & Marketing Professional
Industry Marketing and Advertising
Experience
Alpina Manufacturing LLC March 2014 - Present
Alpina Manufacturing LLC June 2005 - November 2006
GE Capital September 2001 - May 2004
Heller Financial 1999 - 2001
Heller Financial March 1995 - 1999
Skills
Strategic Planning, Customer Service, Direct Marketing, Marketing Strategy, Cold Calling, Google Adwords, Google+, Social Media..., Google Analytics, Web Content, Customer Loyalty..., Trade Shows
Education
Ball State University 1983 — 1987
Bachelor of Science (BS), Major: Theatre/Theater. Minor: Telecommunications
Alpina Manufacturing LLC March 2014 - Present
Alpina Manufacturing LLC June 2005 - November 2006
GE Capital September 2001 - May 2004
Heller Financial 1999 - 2001
Heller Financial March 1995 - 1999
Skills
Strategic Planning, Customer Service, Direct Marketing, Marketing Strategy, Cold Calling, Google Adwords, Google+, Social Media..., Google Analytics, Web Content, Customer Loyalty..., Trade Shows
Education
Ball State University 1983 — 1987
Bachelor of Science (BS), Major: Theatre/Theater. Minor: Telecommunications
Jaroslav Jerry Vanek's Heller Financial Experience 1997 - 1998
Job JPMorgan Chase & Co
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
Credit Suisse June 2008 - July 2015
Goldman Sachs June 2006 - June 2008
Accenture July 2000 - June 2006
Heller Financial 1997 - 1998
Skills
Prime Brokerage, Securities Lending, Hedge Funds, Investment Banking, Equities, Securities, Sybase, Equity Derivatives, Trading, FX Options
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2000
Master of Science (M.S.), Computer and Information Systems Security/Information Assurance
Baruch College 1995 — 1998
Bachelor's degree, Finance and Financial Management Services
JPMorgan Chase & Co. July 2015 - Present
Credit Suisse June 2008 - July 2015
Goldman Sachs June 2006 - June 2008
Accenture July 2000 - June 2006
Heller Financial 1997 - 1998
Skills
Prime Brokerage, Securities Lending, Hedge Funds, Investment Banking, Equities, Securities, Sybase, Equity Derivatives, Trading, FX Options
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2000
Master of Science (M.S.), Computer and Information Systems Security/Information Assurance
Baruch College 1995 — 1998
Bachelor's degree, Finance and Financial Management Services
Ron Freed's Heller Financial Experience 1986 - 1990
Job VP, Senior Special Assets Officer at City National Bank
Industry Banking
Experience
City National Bank June 2009 - Present
City National Bank March 2008 - June 2009
City National Bank January 1997 - March 2008
City National Bank June 1994 - December 1996
Bank of California February 1990 - June 1994
Heller Financial 1986 - 1990
Skills
Bank Relationship..., Financial Analysis, Troubled Debt..., Business Networking, Commercial Banking, Asset Based Lending, Credit Analysis, Commercial Lending, Networking, New Business Development, Business Development, Credit, Loans, Investments, Underwriting, Treasury Management, Banking, Finance, Mortgage Lending, Small Business Lending, Commercial Mortgages, Lines Of Credit, Consumer Lending, Portfolio Management, Debt Restructuring, Cash Management, Credit Risk, Funding, Due Diligence, Relationship Management, SBA, Loan Origination, Corporate Finance, Mergers & Acquisitions
Education
CSUN 2011 — 2014
MBA, Business/Management
Whittier College 1982 — 1986
BA, Math & Economics
City National Bank June 2009 - Present
City National Bank March 2008 - June 2009
City National Bank January 1997 - March 2008
City National Bank June 1994 - December 1996
Bank of California February 1990 - June 1994
Heller Financial 1986 - 1990
Skills
Bank Relationship..., Financial Analysis, Troubled Debt..., Business Networking, Commercial Banking, Asset Based Lending, Credit Analysis, Commercial Lending, Networking, New Business Development, Business Development, Credit, Loans, Investments, Underwriting, Treasury Management, Banking, Finance, Mortgage Lending, Small Business Lending, Commercial Mortgages, Lines Of Credit, Consumer Lending, Portfolio Management, Debt Restructuring, Cash Management, Credit Risk, Funding, Due Diligence, Relationship Management, SBA, Loan Origination, Corporate Finance, Mergers & Acquisitions
Education
CSUN 2011 — 2014
MBA, Business/Management
Whittier College 1982 — 1986
BA, Math & Economics
Joseph Lelinho's Heller Financial Experience 1981 - 1985
Job CoFounder at Bee Bold Apiaries
Industry Farming
Experience
Bee Bold Apiaries November 2012 - Present
Hilltop Honey August 1995 - Present
Allied Signal Financial Services, Inc. May 1988 - October 1991
International Paper Credit Corporation 1985 - 1988
Heller Financial 1981 - 1985
Equico Lessors, Inc. Subsidiary of Equitable Life 1976 - 1981
Skills
Public Speaking, Sustainable Agriculture, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Teaching, Social Media, Editing, Nonprofits, Strategic Planning, Community Outreach, Fundraising, Budgets, Public Relations, Event Planning, Volunteer Management, Sustainability, Marketing, Social Networking, Grant Writing, Entrepreneurship, Marketing Strategy, Gardening, Environmental Education, Small Business, Blogging, Leadership Development, Ecology, Environmental Awareness, Leadership, Team Building, Horticulture, Marketing Communications, Training, Proposal Writing, Pest Control, Organic Gardening, Business Strategy, Garden, Workshop Facilitation, Program Development, Agribusiness, Negotiation, Agriculture, Event Management, Farms, Irrigation, Trees, Science
Education
Cornell University 2003 — 2003
entomology
Montclair State University 1974 — 1978
Bee Bold Apiaries November 2012 - Present
Hilltop Honey August 1995 - Present
Allied Signal Financial Services, Inc. May 1988 - October 1991
International Paper Credit Corporation 1985 - 1988
Heller Financial 1981 - 1985
Equico Lessors, Inc. Subsidiary of Equitable Life 1976 - 1981
Skills
Public Speaking, Sustainable Agriculture, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Teaching, Social Media, Editing, Nonprofits, Strategic Planning, Community Outreach, Fundraising, Budgets, Public Relations, Event Planning, Volunteer Management, Sustainability, Marketing, Social Networking, Grant Writing, Entrepreneurship, Marketing Strategy, Gardening, Environmental Education, Small Business, Blogging, Leadership Development, Ecology, Environmental Awareness, Leadership, Team Building, Horticulture, Marketing Communications, Training, Proposal Writing, Pest Control, Organic Gardening, Business Strategy, Garden, Workshop Facilitation, Program Development, Agribusiness, Negotiation, Agriculture, Event Management, Farms, Irrigation, Trees, Science
Education
Cornell University 2003 — 2003
entomology
Montclair State University 1974 — 1978
Darlene Fildew's Heller Financial Experience June 1998 - June 2002
Job Sr. Technical Business Analyst at Nielsen
Industry Information Technology and Services
Experience
Olenick & Associates February 2013 - Present
Nielsen December 2011 - August 2012
MF Global August 2008 - November 2011
Merrill Lynch March 2003 - May 2008
Heller Financial June 1998 - June 2002
Center For Governmental Studies September 1997 - June 1998
Skills
Business Analysis, SDLC, Requirements Analysis, Process Improvement, Risk Management, Market Data, Trading Systems, Agile Methodologies, Project Management, PMO, Software Project..., SQL, Business Intelligence, Program Management, Change Management, User Acceptance Testing, Microsoft SQL Server, Visio, Banking, SharePoint
Education
Northern Illinois University - College of Business 1996 — 1998
BS, Operations Management with emphasis in Information Systems
College of DuPage 1994 — 1996
AS, General Business
Olenick & Associates February 2013 - Present
Nielsen December 2011 - August 2012
MF Global August 2008 - November 2011
Merrill Lynch March 2003 - May 2008
Heller Financial June 1998 - June 2002
Center For Governmental Studies September 1997 - June 1998
Skills
Business Analysis, SDLC, Requirements Analysis, Process Improvement, Risk Management, Market Data, Trading Systems, Agile Methodologies, Project Management, PMO, Software Project..., SQL, Business Intelligence, Program Management, Change Management, User Acceptance Testing, Microsoft SQL Server, Visio, Banking, SharePoint
Education
Northern Illinois University - College of Business 1996 — 1998
BS, Operations Management with emphasis in Information Systems
College of DuPage 1994 — 1996
AS, General Business
Rossi Felix's Heller Financial Experience 1998 - April 2000
Job Managing Director at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance May 2013 - Present
A-Team Auto Sales January 2011 - April 2013
Healthcare Finance Group July 2010 - December 2010
GMAC Health Capital June 2002 - July 2010
GE Capital May 2000 - May 2002
Heller Financial 1998 - April 2000
FINOVA Capital Corporation 1997 - 1998
Healthcare Financial Partners 1996 - 1998
Skills
Healthcare, Asset Based Lending, Underwriting, Portfolio Management, Commercial Lending, Credit, Corporate Finance, Financial Modeling
Education
Austin College 1981 — 1985
ba, business
Wells Fargo Capital Finance May 2013 - Present
A-Team Auto Sales January 2011 - April 2013
Healthcare Finance Group July 2010 - December 2010
GMAC Health Capital June 2002 - July 2010
GE Capital May 2000 - May 2002
Heller Financial 1998 - April 2000
FINOVA Capital Corporation 1997 - 1998
Healthcare Financial Partners 1996 - 1998
Skills
Healthcare, Asset Based Lending, Underwriting, Portfolio Management, Commercial Lending, Credit, Corporate Finance, Financial Modeling
Education
Austin College 1981 — 1985
ba, business
Jill Beaudry's Heller Financial Experience July 1981 - 1987
Job Senior Vice President, Underwriting, LSQ Funding Group, LC
Industry Financial Services
Experience
LSQ Funding Group January 2011 - Present
Unalisys 2009 - 2009
GMAC Commercial Finance July 1996 - May 2008
Bank of America Commerical Corp 1996 - 2000
Husqvarna Forest & Garden 1991 - 1996
Allied Business Credit 1987 - 1991
Heller Financial July 1981 - 1987
Skills
Team Building, Asset Based Lending, Strategic Planning, CRM, Finance, Portfolio Management, Credit Analysis, Risk Management, Credit, Banking, Commercial Lending, Funding, Factoring, Loans, Training, Financial Analysis, Executive Management, Management, Underwriting, Financial Services, Commercial Banking, Relationship Management, Credit Risk, Financial Risk, Corporate Finance, Investments, Loan Origination, Lines Of Credit, Cash Flow, Accounts Receivable, Small Business Lending, Commercial Finance, Selling, Working Capital...
Education
Florida Atlantic University 1979 — 1981
BA, Sociology
Broward College 1976 — 1979
AA, Sociology
LSQ Funding Group January 2011 - Present
Unalisys 2009 - 2009
GMAC Commercial Finance July 1996 - May 2008
Bank of America Commerical Corp 1996 - 2000
Husqvarna Forest & Garden 1991 - 1996
Allied Business Credit 1987 - 1991
Heller Financial July 1981 - 1987
Skills
Team Building, Asset Based Lending, Strategic Planning, CRM, Finance, Portfolio Management, Credit Analysis, Risk Management, Credit, Banking, Commercial Lending, Funding, Factoring, Loans, Training, Financial Analysis, Executive Management, Management, Underwriting, Financial Services, Commercial Banking, Relationship Management, Credit Risk, Financial Risk, Corporate Finance, Investments, Loan Origination, Lines Of Credit, Cash Flow, Accounts Receivable, Small Business Lending, Commercial Finance, Selling, Working Capital...
Education
Florida Atlantic University 1979 — 1981
BA, Sociology
Broward College 1976 — 1979
AA, Sociology
Bent Hammeleff's Heller Financial Experience 1994 - 1995
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America 2008 - Present
Fifth Third Bank 2007 - 2007
LaSalle Bank 1995 - 2007
Heller Financial 1994 - 1995
Westinghouse Financial 1990 - 1994
Westinghouse Financial 1989 - 1990
Westinghouse Electric 1986 - 1989
Jim Walter 1984 - 1986
Jim Walter 1983 - 1984
Education
Aarhus Universitet
Cand. Oecon., Business Administration
Bank of America 2008 - Present
Fifth Third Bank 2007 - 2007
LaSalle Bank 1995 - 2007
Heller Financial 1994 - 1995
Westinghouse Financial 1990 - 1994
Westinghouse Financial 1989 - 1990
Westinghouse Electric 1986 - 1989
Jim Walter 1984 - 1986
Jim Walter 1983 - 1984
Education
Aarhus Universitet
Cand. Oecon., Business Administration
Gwynn Wilson-Greenwell's Heller Financial Experience 1993 - 2000
Job Manager Transaction Management at Ecologic Leasing Solutions, LLC
Industry Financial Services
Experience
Ecologic Leasing Solutions, LLC November 2000 - Present
Heller Financial 1993 - 2000
Education
Golden Gate University 1994 — 1998
BA, Business & Humanities
College of San Mateo 1983 — 1985
A.A., Business/Accounting
Ecologic Leasing Solutions, LLC November 2000 - Present
Heller Financial 1993 - 2000
Education
Golden Gate University 1994 — 1998
BA, Business & Humanities
College of San Mateo 1983 — 1985
A.A., Business/Accounting
LaTondria Moore's Heller Financial Experience May 1999 - October 2000
Job Financial Services Professional
Industry Financial Services
Experience
TVO North America April 2007 - April 2008
Standard & Poor's October 2000 - April 2007
Heller Financial May 1999 - October 2000
Education
Columbia College Chicago 1988 — 1990
Radio Broadcasting
TVO North America April 2007 - April 2008
Standard & Poor's October 2000 - April 2007
Heller Financial May 1999 - October 2000
Education
Columbia College Chicago 1988 — 1990
Radio Broadcasting
Nancy McLaughlin's Heller Financial Experience 2000 - 2002
Job SVP/Manager Internal Audit at Johnson Bank
Industry Financial Services
Experience
Johnson Bank August 2013 - Present
General Electric January 2002 - Present
GE Capital January 2009 - July 2014
general electric 2000 - 2007
Heller Financial 2000 - 2002
CIT 1995 - 2000
CIT 1995 - 2000
PACCAR 1990 - 1993
GlenFed Financial 1987 - 1990
Skills
Credit, Loans, Risk, Financial Analysis, Asset Based Lending, Structured Finance, Internal Audit, Risk Management, Cash Flow Lending, Financial Risk, Finance, Due Diligence, Commercial Lending, Credit Risk, Financial Services, Underwriting, Financial Structuring, Project Finance, Portfolio Management, Cash Flow, Equities, Credit Analysis, Leveraged Finance, Corporate Finance, Auditing, Commercial Leasing, Commercial Real Estate, Credit Management
Education
Keller Graduate School of Management of DeVry University 1998 — 2000
MBA, Finance
Carthage College 1974 — 1978
ba, Business Adm, Political Science
Carthage College 1974 — 1978
Bachelor of Arts (B.A.), Business Administration and Management, General
Johnson Bank August 2013 - Present
General Electric January 2002 - Present
GE Capital January 2009 - July 2014
general electric 2000 - 2007
Heller Financial 2000 - 2002
CIT 1995 - 2000
CIT 1995 - 2000
PACCAR 1990 - 1993
GlenFed Financial 1987 - 1990
Skills
Credit, Loans, Risk, Financial Analysis, Asset Based Lending, Structured Finance, Internal Audit, Risk Management, Cash Flow Lending, Financial Risk, Finance, Due Diligence, Commercial Lending, Credit Risk, Financial Services, Underwriting, Financial Structuring, Project Finance, Portfolio Management, Cash Flow, Equities, Credit Analysis, Leveraged Finance, Corporate Finance, Auditing, Commercial Leasing, Commercial Real Estate, Credit Management
Education
Keller Graduate School of Management of DeVry University 1998 — 2000
MBA, Finance
Carthage College 1974 — 1978
ba, Business Adm, Political Science
Carthage College 1974 — 1978
Bachelor of Arts (B.A.), Business Administration and Management, General
Heidi Fuernstahl, BS, RRT, RN's Heller Financial Experience March 1999 - October 2002
Job Adult CNA Instructor
Industry Hospital & Health Care
Experience
East Valley Institute of Technology August 2015 - Present
Phoenix Children's Hospital June 2014 - Present
West Suburban Medical Center October 2013 - May 2014
Alden Village Nursing Home for Children and Young Adults August 2012 - September 2013
Central DuPage Hospital June 2008 - November 2012
St. Alexius Medical Center September 2009 - March 2010
Weber Shandwick 2008 - 2009
Alexian Brothers Medical Center January 2004 - May 2008
Heller Financial March 1999 - October 2002
Russell Reynolds Associates 1996 - 1999
Skills
Critical Care, BLS, Nursing, ACLS, ICU, PALS, Healthcare, Hospitals, Acute Care, Cpr Certified, Healthcare Management, Pediatrics, Customer Service, Emergency Room, NRP, Patient Advocacy, CCU, Medical/Surgical, Patient Safety, NICU, Orthopedic, Patient Education, Telemetry, Medical-Surgical, Registered Nurses, CPR Certified, Pediatric Nursing
Education
Sacred Heart University 2013 — 2016
Master’s Degree, Advanced Practice Nurse Clinical Nurse Leader
College of DuPage 2010 — 2012
AAS, Nursing
Northern Illinois University 2005 — 2006
BS, Public Health
College of DuPage 2002 — 2005
AAS, Advanced Respiratory Care
East Valley Institute of Technology August 2015 - Present
Phoenix Children's Hospital June 2014 - Present
West Suburban Medical Center October 2013 - May 2014
Alden Village Nursing Home for Children and Young Adults August 2012 - September 2013
Central DuPage Hospital June 2008 - November 2012
St. Alexius Medical Center September 2009 - March 2010
Weber Shandwick 2008 - 2009
Alexian Brothers Medical Center January 2004 - May 2008
Heller Financial March 1999 - October 2002
Russell Reynolds Associates 1996 - 1999
Skills
Critical Care, BLS, Nursing, ACLS, ICU, PALS, Healthcare, Hospitals, Acute Care, Cpr Certified, Healthcare Management, Pediatrics, Customer Service, Emergency Room, NRP, Patient Advocacy, CCU, Medical/Surgical, Patient Safety, NICU, Orthopedic, Patient Education, Telemetry, Medical-Surgical, Registered Nurses, CPR Certified, Pediatric Nursing
Education
Sacred Heart University 2013 — 2016
Master’s Degree, Advanced Practice Nurse Clinical Nurse Leader
College of DuPage 2010 — 2012
AAS, Nursing
Northern Illinois University 2005 — 2006
BS, Public Health
College of DuPage 2002 — 2005
AAS, Advanced Respiratory Care
Marc Pressler's Heller Financial Experience October 1997 - October 2001
Job Managing Director at BMO Harris Bank N.A.
Industry Banking
Experience
BMO Harris Bank N.A. June 2010 - Present
Decision Bridge October 2008 - May 2010
Madison Capital Funding LLC January 2006 - October 2008
Bank of America Business Capital September 2005 - December 2005
GE Global Sponsor Finance October 2001 - June 2005
Heller Financial October 1997 - October 2001
LaSalle Bank June 1988 - October 1997
Exchange National Bank & Trust 1988 - 1990
Exchange National Bank & Trust 1988 - 1990
Education
DePaul University 1990 — 1991
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
B.S., Finance
Thornridge H.S.
BMO Harris Bank N.A. June 2010 - Present
Decision Bridge October 2008 - May 2010
Madison Capital Funding LLC January 2006 - October 2008
Bank of America Business Capital September 2005 - December 2005
GE Global Sponsor Finance October 2001 - June 2005
Heller Financial October 1997 - October 2001
LaSalle Bank June 1988 - October 1997
Exchange National Bank & Trust 1988 - 1990
Exchange National Bank & Trust 1988 - 1990
Education
DePaul University 1990 — 1991
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
B.S., Finance
Thornridge H.S.
Kathryn Plouff's Heller Financial Experience 1986 - 2001
Job Independent Real Estate Professional
Industry Real Estate
Experience
Starwood Vacation Ownership 2003 - 2008
Heller Financial 1986 - 2001
Skills
Real Estate Development, Real Estate, Contract Negotiation, Property Management
Education
Agnes Scott College
BA, Psychology
Starwood Vacation Ownership 2003 - 2008
Heller Financial 1986 - 2001
Skills
Real Estate Development, Real Estate, Contract Negotiation, Property Management
Education
Agnes Scott College
BA, Psychology
Frederick Yanni's Heller Financial Experience 1997 - 2001
Job at NXT Capital
Industry Banking
Experience
NXT Capital February 2011 - Present
North Sea Partners LLC March 2010 - February 2011
CapitalSource April 2007 - April 2009
Silver Point Capital 2006 - 2007
GE Commercial Finance 2001 - 2006
Heller Financial 1997 - 2001
Chemical Bank 1996 - 1997
Education
Colgate University 1987 — 1991
Baldwinsville
New York University - Leonard N. Stern School of Business
MBA
NXT Capital February 2011 - Present
North Sea Partners LLC March 2010 - February 2011
CapitalSource April 2007 - April 2009
Silver Point Capital 2006 - 2007
GE Commercial Finance 2001 - 2006
Heller Financial 1997 - 2001
Chemical Bank 1996 - 1997
Education
Colgate University 1987 — 1991
Baldwinsville
New York University - Leonard N. Stern School of Business
MBA
Amy Majernik-Herrmann's Heller Financial Experience 1997 - 2001
Job Digital Marketing Expert
Industry Marketing and Advertising
Experience
North Park Partners, LLC May 2009 - Present
Benjamin Daniel Ventures May 2009 - Present
William Blair and Company 2001 - 2005
Heller Financial 1997 - 2001
Education
Denison University 1989 — 1993
BA, English
North Park Partners, LLC May 2009 - Present
Benjamin Daniel Ventures May 2009 - Present
William Blair and Company 2001 - 2005
Heller Financial 1997 - 2001
Education
Denison University 1989 — 1993
BA, English
Margarita Espina's Heller Financial Experience January 1982 - April 1987
Job Bilingual Executive Office Professional
Industry Leisure, Travel & Tourism
Experience
Lindblad Expeditions January 1998 - November 2006
Special Expeditions, Inc. July 1989 - November 1994
West Park Construction Company April 1987 - July 1989
Heller Financial January 1982 - April 1987
Education
City University of New York-Hunter College 1989 — 1990
Liberal Arts and Sciences
Borough of Manhattan Community College 1979 — 1980
Liberal Arts
High School of Music & Art 1973 — 1977
High School, Music (Voice)
Lindblad Expeditions January 1998 - November 2006
Special Expeditions, Inc. July 1989 - November 1994
West Park Construction Company April 1987 - July 1989
Heller Financial January 1982 - April 1987
Education
City University of New York-Hunter College 1989 — 1990
Liberal Arts and Sciences
Borough of Manhattan Community College 1979 — 1980
Liberal Arts
High School of Music & Art 1973 — 1977
High School, Music (Voice)
Neal Mulford's Heller Financial Experience 1987 - 1991
Job Director at AloStar Business Credit
Industry Financial Services
Experience
AloStar Bank Of Commerce April 2014 - Present
Regions Business Capital October 2010 - April 2014
Sapphire Capital Management September 2009 - October 2010
Chatham Capital March 2008 - September 2009
CIT Corporate Finance 1992 - 2008
LaRoche Industries 1996 - 1998
Bank South 1991 - 1992
Heller Financial 1987 - 1991
McGladrey, Hendrickson & Pullen 1985 - 1987
Skills
Asset Based Lending, Debt, Middle Market, Leveraged Finance, Mezzanine, Cash Flow, Loans, Investments, Commercial Lending, Restructuring, Commercial Banking, Finance, Credit Analysis, Banking, Cash Flow Lending, Working Capital..., Lines Of Credit, Structured Finance, Mergers & Acquisitions, Loan Origination, Financial Structuring, Portfolio Management, Corporate Finance, Small Business Lending, Credit Risk, Funding, Due Diligence, Underwriting, Valuation, Cash Management, Factoring, Commercial Finance, Financial Risk
Education
Berry College 1981 — 1985
BS, Accounting
AloStar Bank Of Commerce April 2014 - Present
Regions Business Capital October 2010 - April 2014
Sapphire Capital Management September 2009 - October 2010
Chatham Capital March 2008 - September 2009
CIT Corporate Finance 1992 - 2008
LaRoche Industries 1996 - 1998
Bank South 1991 - 1992
Heller Financial 1987 - 1991
McGladrey, Hendrickson & Pullen 1985 - 1987
Skills
Asset Based Lending, Debt, Middle Market, Leveraged Finance, Mezzanine, Cash Flow, Loans, Investments, Commercial Lending, Restructuring, Commercial Banking, Finance, Credit Analysis, Banking, Cash Flow Lending, Working Capital..., Lines Of Credit, Structured Finance, Mergers & Acquisitions, Loan Origination, Financial Structuring, Portfolio Management, Corporate Finance, Small Business Lending, Credit Risk, Funding, Due Diligence, Underwriting, Valuation, Cash Management, Factoring, Commercial Finance, Financial Risk
Education
Berry College 1981 — 1985
BS, Accounting
Damon Peters's Heller Financial Experience April 1999 - March 2003
Job Vice President, Special Assets Commercial Real Estate at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank September 2006 - Present
CapitalSource March 2003 - September 2006
Heller Financial April 1999 - March 2003
Commercial Real Estate Services April 1996 - April 1999
Prudential Financial May 1990 - April 1996
KPMG US September 1989 - March 1990
Skills
Finance, Investments, Financial Analysis, Real Estate, Commercial Lending, Loans, Due Diligence, Commercial Real Estate, Negotiation, Underwriting, Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Real Estate Finance
Clarion University of Pennsylvania 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
BMO Harris Bank September 2006 - Present
CapitalSource March 2003 - September 2006
Heller Financial April 1999 - March 2003
Commercial Real Estate Services April 1996 - April 1999
Prudential Financial May 1990 - April 1996
KPMG US September 1989 - March 1990
Skills
Finance, Investments, Financial Analysis, Real Estate, Commercial Lending, Loans, Due Diligence, Commercial Real Estate, Negotiation, Underwriting, Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Real Estate Finance
Clarion University of Pennsylvania 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Kevin Rostowsky's Heller Financial Experience March 1993 - April 2001
Job Co President NXT Real Estate Finance at NXT Capital
Industry Real Estate
Experience
NXT Capital September 2009 - Present
Lansing LLC June 2008 - March 2010
Merrill Lynch May 2001 - March 2008
Merrill Lynch Capital 2001 - 2008
GE Capital January 2001 - April 2001
Heller Financial March 1993 - April 2001
Travelers Insurance December 1988 - February 1993
Education
Bentley University
BS, Finance
Michigan State University
NXT Capital September 2009 - Present
Lansing LLC June 2008 - March 2010
Merrill Lynch May 2001 - March 2008
Merrill Lynch Capital 2001 - 2008
GE Capital January 2001 - April 2001
Heller Financial March 1993 - April 2001
Travelers Insurance December 1988 - February 1993
Education
Bentley University
BS, Finance
Michigan State University
Glenn Davis's Heller Financial Experience 1984 - 1986
Job President, RESIDCO
Industry Financial Services
Experience
RESIDCO October 2014 - Present
Northern Trust July 2009 - September 2014
Northern Trust Company September 1996 - September 2014
Roxboro Capital 1992 - 1996
Savance Corporation 1989 - 1992
AAR CORP. 1987 - 1988
Heller Financial 1984 - 1986
Wells Fargo Leasing Corporation 1982 - 1984
Continental Illinois Leasing Corp 1981 - 1982
TXL Corporation 1980 - 1981
Skills
Portfolio Management, Asset Management, Structured Finance, Investments, Commercial Lending, Capital Markets, Due Diligence, Valuation, Financial Structuring, Financial Analysis, Financial Modeling, Credit Analysis, Credit, Corporate Finance, Private Equity, Investment Banking, Finance, Banking, Asset Based Lending, Loans
Education
Northwestern University - Kellogg School of Management 1975 — 1977
MM, Accounting, Finance, Transportation
Cornell University 1971 — 1975
BS, Industrial Eng & Op Research
RESIDCO October 2014 - Present
Northern Trust July 2009 - September 2014
Northern Trust Company September 1996 - September 2014
Roxboro Capital 1992 - 1996
Savance Corporation 1989 - 1992
AAR CORP. 1987 - 1988
Heller Financial 1984 - 1986
Wells Fargo Leasing Corporation 1982 - 1984
Continental Illinois Leasing Corp 1981 - 1982
TXL Corporation 1980 - 1981
Skills
Portfolio Management, Asset Management, Structured Finance, Investments, Commercial Lending, Capital Markets, Due Diligence, Valuation, Financial Structuring, Financial Analysis, Financial Modeling, Credit Analysis, Credit, Corporate Finance, Private Equity, Investment Banking, Finance, Banking, Asset Based Lending, Loans
Education
Northwestern University - Kellogg School of Management 1975 — 1977
MM, Accounting, Finance, Transportation
Cornell University 1971 — 1975
BS, Industrial Eng & Op Research
Ben Redman's Heller Financial Experience 1999 - 2001
Job SVP / Senior Credit Products Officer, Business Banking at Bank of America
Industry Banking
Experience
Bank of America December 2012 - Present
HSBC August 2009 - January 2013
HSBC April 2008 - December 2009
Newtek Business Lending 2005 - 2008
Comerica 2003 - 2005
Heller Financial 1999 - 2001
First Chicago 1997 - 1999
LaSalle Bank 1994 - 1997
First Chicago 1992 - 1994
Skills
Loans, Credit, Small Business Lending, Mortgage Lending, Commercial Banking, Credit Risk, Risk Management, Banking, Underwriting
Education
Albion College 1984 — 1988
BA, Economics and Management
Bank of America December 2012 - Present
HSBC August 2009 - January 2013
HSBC April 2008 - December 2009
Newtek Business Lending 2005 - 2008
Comerica 2003 - 2005
Heller Financial 1999 - 2001
First Chicago 1997 - 1999
LaSalle Bank 1994 - 1997
First Chicago 1992 - 1994
Skills
Loans, Credit, Small Business Lending, Mortgage Lending, Commercial Banking, Credit Risk, Risk Management, Banking, Underwriting
Education
Albion College 1984 — 1988
BA, Economics and Management
Sharon Goldberg's Heller Financial Experience March 1998 - September 1999
Job Field Exam Manager First Capital
Industry Financial Services
Experience
First Capital October 2011 - April 2015
Pacific Exam Services Inc. May 2009 - October 2011
Agricap Financial Corporation August 2007 - May 2009
Evergreen Collateral Consulting 2005 - 2007
GE Capital 1998 - 2003
Heller Financial March 1998 - September 1999
Bayview Financial 1996 - 1998
Fremont Financial 1989 - 1996
Skills
Analysis, Accounting, Auditing, Commercial Lending, Credit, Credit Risk, Factoring, Financial Analysis, Investments, Management, Portfolio Management, Restructuring, Small Business Lending, Underwriting
Education
California State Polytechnic University-Pomona 1986 — 1991
MBA, Business
University of Pennsylvania - The Wharton School 1973 — 1977
BS, Accounting and Finance
First Capital October 2011 - April 2015
Pacific Exam Services Inc. May 2009 - October 2011
Agricap Financial Corporation August 2007 - May 2009
Evergreen Collateral Consulting 2005 - 2007
GE Capital 1998 - 2003
Heller Financial March 1998 - September 1999
Bayview Financial 1996 - 1998
Fremont Financial 1989 - 1996
Skills
Analysis, Accounting, Auditing, Commercial Lending, Credit, Credit Risk, Factoring, Financial Analysis, Investments, Management, Portfolio Management, Restructuring, Small Business Lending, Underwriting
Education
California State Polytechnic University-Pomona 1986 — 1991
MBA, Business
University of Pennsylvania - The Wharton School 1973 — 1977
BS, Accounting and Finance
Tracey Tucker's Heller Financial Experience February 2005 - January 2008
Job SBA Business Development Officer Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Bank of the West January 2012 - December 2012
United Western Bank November 2008 - January 2011
Wachovia, A Wells Fargo Company January 1998 - August 2008
Heller Financial February 2005 - January 2008
Norwest Bank, A Wells Fargo Corporation August 1992 - February 1995
Skills
SBA 504, Small Business Lending, SBA, Commercial Lending, Loans, Loan Origination, Finance, Commercial Finance, Real Estate Transactions, Real Estate, Commercial Real Estate, Refinance, Commercial Mortgages, Business Development, Business Acquisition, Credit, Asset Based Lending, Credit Analysis, Sales, Banking, Management, Commercial Banking, Financial Analysis, Mortgage Lending, Investments, Real Estate Economics, Investment Properties
Education
Creighton University 1987 — 1991
BSBA, Finance
MPB
Wells Fargo January 2013 - Present
Bank of the West January 2012 - December 2012
United Western Bank November 2008 - January 2011
Wachovia, A Wells Fargo Company January 1998 - August 2008
Heller Financial February 2005 - January 2008
Norwest Bank, A Wells Fargo Corporation August 1992 - February 1995
Skills
SBA 504, Small Business Lending, SBA, Commercial Lending, Loans, Loan Origination, Finance, Commercial Finance, Real Estate Transactions, Real Estate, Commercial Real Estate, Refinance, Commercial Mortgages, Business Development, Business Acquisition, Credit, Asset Based Lending, Credit Analysis, Sales, Banking, Management, Commercial Banking, Financial Analysis, Mortgage Lending, Investments, Real Estate Economics, Investment Properties
Education
Creighton University 1987 — 1991
BSBA, Finance
MPB
David Arzi's Heller Financial Experience 1990 - 1996
Job Executive Managing Director at Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management 2003 - Present
IXIS Capital Markets 2002 - 2003
Credit Suisse First Boston 1996 - 1999
Heller Financial 1990 - 1996
Skills
Real Estate Finance, ABS Securities, Asset Based Lending, Structured Finance, Loans, Securities, ABS, Debt, Leasing, Aircraft Leasing, Equipment Finance, Distressed Debt, CMBS, NPL, Equipment Loans, European CMBS, European CRE, Real Estate Economics, Securitization, Private Equity, Mezzanine, Venture Capital, Real Estate Financing, Alternative Investments, Finance, Mergers & Acquisitions, Financial Structuring, Debt Restructuring, Hedge Funds, Investment Banking, Capital Markets
Education
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
MBA, Finance, General
Brandeis University 1980 — 1984
BA, History
Marathon Asset Management 2003 - Present
IXIS Capital Markets 2002 - 2003
Credit Suisse First Boston 1996 - 1999
Heller Financial 1990 - 1996
Skills
Real Estate Finance, ABS Securities, Asset Based Lending, Structured Finance, Loans, Securities, ABS, Debt, Leasing, Aircraft Leasing, Equipment Finance, Distressed Debt, CMBS, NPL, Equipment Loans, European CMBS, European CRE, Real Estate Economics, Securitization, Private Equity, Mezzanine, Venture Capital, Real Estate Financing, Alternative Investments, Finance, Mergers & Acquisitions, Financial Structuring, Debt Restructuring, Hedge Funds, Investment Banking, Capital Markets
Education
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
MBA, Finance, General
Brandeis University 1980 — 1984
BA, History
David Stoutenburg's Heller Financial Experience August 1985 - September 1994
Job Vice President Business Banking at Fifth Third Securities
Industry Banking
Experience
Fifth Third Bank NA November 2008 - Present
CIT Global October 2003 - December 2007
Michigan National Bank 1998 - 2002
Machine Tool Finance 1995 - 2000
Heller Financial August 1985 - September 1994
Education
College of DuPage 1985 — 1989
Finance
Fifth Third Bank NA November 2008 - Present
CIT Global October 2003 - December 2007
Michigan National Bank 1998 - 2002
Machine Tool Finance 1995 - 2000
Heller Financial August 1985 - September 1994
Education
College of DuPage 1985 — 1989
Finance
Mark HIRSCHHORN's Heller Financial Experience July 1999 - October 2001
Job CoFounder and a Managing Member at Northlight Financial LLC
Industry Financial Services
Experience
Northlight Financial LLC November 2002 - Present
GE Capital October 2001 - November 2002
Heller Financial July 1999 - October 2001
Gilman Financial October 1988 - 1999
Education
New England School of Law 1972 — 1975
JD
Boston University Questrom School of Business 1968 — 1972
BSBA, Business
Northlight Financial LLC November 2002 - Present
GE Capital October 2001 - November 2002
Heller Financial July 1999 - October 2001
Gilman Financial October 1988 - 1999
Education
New England School of Law 1972 — 1975
JD
Boston University Questrom School of Business 1968 — 1972
BSBA, Business
Duane Lindquist's Heller Financial Experience December 1993 - January 1999
Job Vice President and Senior Counsel at Wells Fargo Bank N.A.
Industry Banking
Experience
Wells Fargo Bank N.A. November 2013 - Present
Bank of America January 2008 - November 2013
LaSalle Bank March 1999 - 2008
Heller Financial December 1993 - January 1999
Transamerica Commercial Finance 1986 - 1990
Skills
Due Diligence, Corporate Law, Commercial Lending, Banking, Asset Based Lending, Corporate Finance, Commercial Banking, Financial Services, Bank Secrecy Act, Wire, Remittances, Trade Finance, Letters of Credit, Syndications, Treasury Management
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1983 — 1986
J.D, Law
University of Illinois at Urbana-Champaign 1979 — 1983
B.A, History and Political Science
Wells Fargo Bank N.A. November 2013 - Present
Bank of America January 2008 - November 2013
LaSalle Bank March 1999 - 2008
Heller Financial December 1993 - January 1999
Transamerica Commercial Finance 1986 - 1990
Skills
Due Diligence, Corporate Law, Commercial Lending, Banking, Asset Based Lending, Corporate Finance, Commercial Banking, Financial Services, Bank Secrecy Act, Wire, Remittances, Trade Finance, Letters of Credit, Syndications, Treasury Management
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1983 — 1986
J.D, Law
University of Illinois at Urbana-Champaign 1979 — 1983
B.A, History and Political Science
geoffrey sarnataro's Heller Financial Experience January 1982 - January 1984
Job Accounting Professional
Industry Accounting
Experience
DUART FILM & VIDEO, INC January 2002 - January 2008
INFORMATION BUILDERS, INC January 1994 - January 2001
CIT Real Estate Partners LLP September 1984 - June 1994
CIT Real Estate Partners LLP January 1984 - January 1994
Heller Financial January 1982 - January 1984
Education
John Jay College of Criminal Justice 1974 — 1980
Bachelor's degree, Police Science, 2.24
John Jay College
B.S, Police Science
New York Institute Of Credit
Queens Adult Learning Center
Computer Literacy
DUART FILM & VIDEO, INC January 2002 - January 2008
INFORMATION BUILDERS, INC January 1994 - January 2001
CIT Real Estate Partners LLP September 1984 - June 1994
CIT Real Estate Partners LLP January 1984 - January 1994
Heller Financial January 1982 - January 1984
Education
John Jay College of Criminal Justice 1974 — 1980
Bachelor's degree, Police Science, 2.24
John Jay College
B.S, Police Science
New York Institute Of Credit
Queens Adult Learning Center
Computer Literacy
Raj Kamath's Heller Financial Experience November 2000 - October 2002
Job Consultant Business System/Sr. Tech Project Manager
Industry Banking
Experience
HSBC August 2003 - Present
Wisdom Infotech November 2002 - July 2003
Heller Financial November 2000 - October 2002
System Logic June 1999 - November 2000
Sonata Software October 1998 - May 1999
Wipro Technologies March 1997 - September 1998
Skills
PowerBuilder, Java, JSP, HTML, XML, PL/SQL, Oracle, Sybase, SQL Server, SQL an, MQ Series, Windows XP/95/98/2000/NT, MKS, Foxpro, SQL, SDLC, SOA, Microsoft SQL Server, WebSphere MQ, FoxPro, Requirements Gathering, Business Analysis, Requirements Analysis, Software Project..., DB2
Education
BMS College of Engineering, Bangalore 1992 — 1996
Masters, Computer Applications
Mangalore University 1988 — 1991
Bachelor of Science, Math, Statistic and Physics
HSBC August 2003 - Present
Wisdom Infotech November 2002 - July 2003
Heller Financial November 2000 - October 2002
System Logic June 1999 - November 2000
Sonata Software October 1998 - May 1999
Wipro Technologies March 1997 - September 1998
Skills
PowerBuilder, Java, JSP, HTML, XML, PL/SQL, Oracle, Sybase, SQL Server, SQL an, MQ Series, Windows XP/95/98/2000/NT, MKS, Foxpro, SQL, SDLC, SOA, Microsoft SQL Server, WebSphere MQ, FoxPro, Requirements Gathering, Business Analysis, Requirements Analysis, Software Project..., DB2
Education
BMS College of Engineering, Bangalore 1992 — 1996
Masters, Computer Applications
Mangalore University 1988 — 1991
Bachelor of Science, Math, Statistic and Physics
Brian Skurnik's Heller Financial Experience June 1990 - April 1997
Job Managing Director
Industry Financial Services
Experience
CapitalSource July 2006 - Present
Barclays Capital April 2004 - July 2006
Lehman Brothers April 1997 - April 2000
Heller Financial June 1990 - April 1997
Skills
Credit, Real Estate Economics, CMBS
Education
City University of New York-Brooklyn College
B.S., Business Management & Finance
CapitalSource July 2006 - Present
Barclays Capital April 2004 - July 2006
Lehman Brothers April 1997 - April 2000
Heller Financial June 1990 - April 1997
Skills
Credit, Real Estate Economics, CMBS
Education
City University of New York-Brooklyn College
B.S., Business Management & Finance
Jim Hogan's Heller Financial Experience 1989 - 1992
Job Head of Retail Finance Origination at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation May 2014 - Present
GE Capital Corporate Finance January 2010 - December 2013
GE Capital Corporate Finance January 2003 - December 2013
GE Capital Corporate Finance January 2000 - December 2002
GE Capital Corporate Finance 1997 - 1999
ING Capital 1992 - 1997
Heller Financial 1989 - 1992
Touche Ross (predecessor to Deloitte & Touche 1986 - 1989
Skills
Corporate Finance, Capital Markets, Asset Based Lending, Portfolio Management, Restructuring, Leveraged Finance, Credit, Banking, Finance, Financial Structuring, Private Equity, Mergers & Acquisitions, Management, Valuation, Structured Finance
Education
New York University - Leonard N. Stern School of Business 1987 — 1992
MBA Finance, Finance
Columbia University in the City of New York 1983 — 1986
BA, Economics
Regions Financial Corporation May 2014 - Present
GE Capital Corporate Finance January 2010 - December 2013
GE Capital Corporate Finance January 2003 - December 2013
GE Capital Corporate Finance January 2000 - December 2002
GE Capital Corporate Finance 1997 - 1999
ING Capital 1992 - 1997
Heller Financial 1989 - 1992
Touche Ross (predecessor to Deloitte & Touche 1986 - 1989
Skills
Corporate Finance, Capital Markets, Asset Based Lending, Portfolio Management, Restructuring, Leveraged Finance, Credit, Banking, Finance, Financial Structuring, Private Equity, Mergers & Acquisitions, Management, Valuation, Structured Finance
Education
New York University - Leonard N. Stern School of Business 1987 — 1992
MBA Finance, Finance
Columbia University in the City of New York 1983 — 1986
BA, Economics
Lorrick Simon's Heller Financial Experience 1997 - 2000
Job CSO at CIT
Industry Financial Services
Experience
CIT April 2000 - Present
Heller Financial 1997 - 2000
Skills
Credit Analysis, Credit, Commercial Lending, Credit Risk, Business Development, Portfolio Management, Loans, Risk Management, Factoring, Trade Finance, Banking, Financial Services, Financial Risk, Relationship Management, Finance, Financial Analysis, Cash Management
Education
California State University-Long Beach
CIT April 2000 - Present
Heller Financial 1997 - 2000
Skills
Credit Analysis, Credit, Commercial Lending, Credit Risk, Business Development, Portfolio Management, Loans, Risk Management, Factoring, Trade Finance, Banking, Financial Services, Financial Risk, Relationship Management, Finance, Financial Analysis, Cash Management
Education
California State University-Long Beach
Neil Goulden's Heller Financial Experience 1992 - 2001
Job Senior Managing Director at Structuring and Restructuring Advisory Associates, LLC (SARAA)
Industry Financial Services
Experience
Pearl Payments, LLC June 2009 - Present
AztecAmerica/BANCWire November 2013 - February 2014
Pearl Payments, LLC July 2013 - December 2013
GreenLine Environmental Solutions, LLC May 2013 - December 2013
CenTrust Bank 2010 - 2011
Soceite Generale 2006 - 2008
GE Capital 2001 - 2005
Heller Financial 1992 - 2001
Skills
Loans, Capital Markets, Private Equity, Asset Based Lending
Education
Case Western Reserve University School of Law 1982 — 1985
JD
Emory University - Goizueta Business School 1978 — 1982
BBA, Economics/Finance
Hawken
Pearl Payments, LLC June 2009 - Present
AztecAmerica/BANCWire November 2013 - February 2014
Pearl Payments, LLC July 2013 - December 2013
GreenLine Environmental Solutions, LLC May 2013 - December 2013
CenTrust Bank 2010 - 2011
Soceite Generale 2006 - 2008
GE Capital 2001 - 2005
Heller Financial 1992 - 2001
Skills
Loans, Capital Markets, Private Equity, Asset Based Lending
Education
Case Western Reserve University School of Law 1982 — 1985
JD
Emory University - Goizueta Business School 1978 — 1982
BBA, Economics/Finance
Hawken
Janine Steeves's Heller Financial Experience June 1990 - January 1993
Job Financial Services Professional
Industry Financial Services
Experience
One2One Security, LLC August 2000 - 2010
Bank of America January 1997 - April 2000
Sanwa Bank, Ltd. May 1995 - January 1997
Lehman Brothers, Inc. - NY, NY November 1993 - January 1995
Heller Financial June 1990 - January 1993
Dean Witter Reynolds, Inc. June 1986 - August 1989
Skills
Derivatives, Portfolio Management
Education
London School of Economics and Political Science 1989 — 1990
Finance
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
Finance/Economics, Finance, Economics, Liberal Arts
Boston University 1989 — 1989
Finance, General
One2One Security, LLC August 2000 - 2010
Bank of America January 1997 - April 2000
Sanwa Bank, Ltd. May 1995 - January 1997
Lehman Brothers, Inc. - NY, NY November 1993 - January 1995
Heller Financial June 1990 - January 1993
Dean Witter Reynolds, Inc. June 1986 - August 1989
Skills
Derivatives, Portfolio Management
Education
London School of Economics and Political Science 1989 — 1990
Finance
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
Finance/Economics, Finance, Economics, Liberal Arts
Boston University 1989 — 1989
Finance, General
Patricia Quashie's Heller Financial Experience 1984 - 1995
Job Assistant Vice President Underwriting at FCIA Management Company
Industry Insurance
Experience
FCIA Management Company August 1999 - Present
Dime Bank 1997 - 1999
Heller Financial 1984 - 1995
Skills
Underwriting, Insurance, Financial Risk, Credit Insurance, Trade Credit, Trade Finance, Risk Analysis, Credit Analysis, Credit Risk, Factoring, Negotiation, Finance, Analysis, Risk Management, Credit, Financial Analysis
Education
City University of New York-Hunter College 1984 — 1989
BA, Economics
FCIA Management Company August 1999 - Present
Dime Bank 1997 - 1999
Heller Financial 1984 - 1995
Skills
Underwriting, Insurance, Financial Risk, Credit Insurance, Trade Credit, Trade Finance, Risk Analysis, Credit Analysis, Credit Risk, Factoring, Negotiation, Finance, Analysis, Risk Management, Credit, Financial Analysis
Education
City University of New York-Hunter College 1984 — 1989
BA, Economics
Jim Lebryk's Heller Financial Experience March 1985 - April 1986
Job Chief Executive Officer at Whiting Refinery Federal Credit Union
Industry Accounting
Experience
Whiting Refinery Federal Credit Union November 2014 - Present
Independant Certfied Public Accountant June 1997 - Present
SMH Federal Credit Union November 2004 - January 2010
Homer Wilson and Company October 2003 - November 2004
Steel & Machinery Transport, Inc December 1998 - October 2003
Reingold Company November 1997 - March 1998
Refco Investments Inc February 1997 - November 1997
MarCap Corporation May 1985 - February 1997
Heller Financial March 1985 - April 1986
Heller Financial April 1982 - April 1985
Skills
Financial Analysis, Finance, Financial Reporting, Auditing, Credit, Accounting, Internal Controls
Education
Ball State University - College of Business 1978 — 1982
BS, Accounting
Whiting Refinery Federal Credit Union November 2014 - Present
Independant Certfied Public Accountant June 1997 - Present
SMH Federal Credit Union November 2004 - January 2010
Homer Wilson and Company October 2003 - November 2004
Steel & Machinery Transport, Inc December 1998 - October 2003
Reingold Company November 1997 - March 1998
Refco Investments Inc February 1997 - November 1997
MarCap Corporation May 1985 - February 1997
Heller Financial March 1985 - April 1986
Heller Financial April 1982 - April 1985
Skills
Financial Analysis, Finance, Financial Reporting, Auditing, Credit, Accounting, Internal Controls
Education
Ball State University - College of Business 1978 — 1982
BS, Accounting
Susan Kamps's Heller Financial Experience 1980 - December 1999
Job Vice President at Rosenthal & Rosenthal
Industry Financial Services
Experience
Rosenthal & Rosenthal April 2003 - Present
Chinatrust Bank February 2000 - March 2003
Heller Financial 1980 - December 1999
Skills
Asset Based Lending, Commercial Lending, Credit Analysis, Credit, Loans, Middle Market, Portfolio Management, Financial Analysis, Underwriting, Factoring, Corporate Finance, Financial Risk, Small Business Lending, Financial Structuring, Credit Risk, Commercial Finance, Lines Of Credit, Structured Finance, Treasury Management
Education
Brooklyn College
Bachelor of Science, Accounting
Pace University - Lubin School of Business
MBA, Finance
Rosenthal & Rosenthal April 2003 - Present
Chinatrust Bank February 2000 - March 2003
Heller Financial 1980 - December 1999
Skills
Asset Based Lending, Commercial Lending, Credit Analysis, Credit, Loans, Middle Market, Portfolio Management, Financial Analysis, Underwriting, Factoring, Corporate Finance, Financial Risk, Small Business Lending, Financial Structuring, Credit Risk, Commercial Finance, Lines Of Credit, Structured Finance, Treasury Management
Education
Brooklyn College
Bachelor of Science, Accounting
Pace University - Lubin School of Business
MBA, Finance
Greg Domian's Heller Financial Experience April 1995 - February 1997
Job Looking for work
Industry Information Technology and Services
Experience
Cigna Supplemental Benefits August 2013 - July 2015
International Paper December 2007 - July 2013
CSC March 1997 - October 2002
Heller Financial April 1995 - February 1997
Ryerson Steel 1991 - 1995
Ryerson Steel 1991 - 1995
Skills
Data Center, Security, Hardware, Servers, Troubleshooting, ITIL, TCP/IP, DNS, System Administration, Active Directory, Windows Server, VMware, Disaster Recovery, Storage, Citrix
Education
Columbia College Chicago 1978 — 1980
Photography
Cigna Supplemental Benefits August 2013 - July 2015
International Paper December 2007 - July 2013
CSC March 1997 - October 2002
Heller Financial April 1995 - February 1997
Ryerson Steel 1991 - 1995
Ryerson Steel 1991 - 1995
Skills
Data Center, Security, Hardware, Servers, Troubleshooting, ITIL, TCP/IP, DNS, System Administration, Active Directory, Windows Server, VMware, Disaster Recovery, Storage, Citrix
Education
Columbia College Chicago 1978 — 1980
Photography
Theresa Glover's Heller Financial Experience 1983 - 2000
Job Credit and Collection Analyst at HIT ENTERTAINMENT LIMITED Division of Fisher Price/Mattel
Industry Apparel & Fashion
Experience
Mattel, Inc. April 2014 - April 2015
HIT Entertainment November 2012 - March 2014
LIZ Claiborne Presently KATE SPADE 2000 - 2011
Heller Financial 1983 - 2000
Skills
Financial Analysis, Problem Solving, Customer Relations, Accounts Receivable, JD Edwards, AS400, Credit, WorkflowAR, Credit Analysis, Negotiation, Analysis, IBM iSeries, Microsoft Excel, Customer Service, Risk Management, Licensing Contractual..., International...
Education
Centenary College
BS, Business Administration
Mattel, Inc. April 2014 - April 2015
HIT Entertainment November 2012 - March 2014
LIZ Claiborne Presently KATE SPADE 2000 - 2011
Heller Financial 1983 - 2000
Skills
Financial Analysis, Problem Solving, Customer Relations, Accounts Receivable, JD Edwards, AS400, Credit, WorkflowAR, Credit Analysis, Negotiation, Analysis, IBM iSeries, Microsoft Excel, Customer Service, Risk Management, Licensing Contractual..., International...
Education
Centenary College
BS, Business Administration
Beth Sink's Heller Financial Experience 1991 - 1992
Job Credit Team Leader at CIT
Industry Financial Services
Experience
CIT May 1992 - Present
Heller Financial 1991 - 1992
BNY Financial 1988 - 1991
Education
Davidson College 1983 — 1987
Bachelor of Arts (B.A.), Sociology/ Anthropology, 3.3
CIT May 1992 - Present
Heller Financial 1991 - 1992
BNY Financial 1988 - 1991
Education
Davidson College 1983 — 1987
Bachelor of Arts (B.A.), Sociology/ Anthropology, 3.3
Calvin Matthews's Heller Financial Experience July 1980 - December 1986
Job Pre Authorization Representative at Coventry
Industry Health, Wellness and Fitness
Experience
Coventry July 2011 - Present
Coventry August 2007 - July 2011
Countrywide Mortgage Services April 2004 - April 2006
The Options Clearing Corporation December 1986 - April 2002
Heller Financial July 1980 - December 1986
Skills
IDMS, COBOLII, COBOL
Education
National College 1976 — 1978
Bachelor's of Science in Data Processing Management and Computer Science, Data Processing and Data Processing Technology/Technician
City Colleges of Chicago-Wilbur Wright College 1974 — 1976
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
College of Automation 1971 — 1973
Data Processing
Coventry July 2011 - Present
Coventry August 2007 - July 2011
Countrywide Mortgage Services April 2004 - April 2006
The Options Clearing Corporation December 1986 - April 2002
Heller Financial July 1980 - December 1986
Skills
IDMS, COBOLII, COBOL
Education
National College 1976 — 1978
Bachelor's of Science in Data Processing Management and Computer Science, Data Processing and Data Processing Technology/Technician
City Colleges of Chicago-Wilbur Wright College 1974 — 1976
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
College of Automation 1971 — 1973
Data Processing
Janet Melancon's Heller Financial Experience January 2000 - September 2001
Job Lead Documentation Specialist at Citizens Asset Finance, Inc.
Industry Financial Services
Experience
Citizens Asset Finance, Inc. 2005 - Present
GE Capital October 2001 - November 2004
Heller Financial January 2000 - September 2001
Schiff Hardin LLP June 1993 - December 1999
Education
Benedictine University 1985 — 1989
Bachelor of Arts (B.A.), Political Science
Citizens Asset Finance, Inc. 2005 - Present
GE Capital October 2001 - November 2004
Heller Financial January 2000 - September 2001
Schiff Hardin LLP June 1993 - December 1999
Education
Benedictine University 1985 — 1989
Bachelor of Arts (B.A.), Political Science
Dot Munson's Heller Financial Experience June 1994 - August 1999
Job
Industry Education Management
Experience
Marshall Medical Center August 2005 - Present
Sierra Elementary School September 1999 - August 2004
Heller Financial June 1994 - August 1999
University of Southern California August 1989 - May 1994
Skills
People Skills, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Research, Training, Management, Acute Care, Due Diligence, Tenacious Work Ethic, Customer Service, Leadership, Photoshop, English, Process Improvement, Windows, Outlook, Sales
Education
Argosy University 2009 — 2010
Master’s Degree, Forensic Psychology
Woodbury University 1984 — 1989
Bachelor’s Degree, Business Management
Marshall Medical Center August 2005 - Present
Sierra Elementary School September 1999 - August 2004
Heller Financial June 1994 - August 1999
University of Southern California August 1989 - May 1994
Skills
People Skills, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Research, Training, Management, Acute Care, Due Diligence, Tenacious Work Ethic, Customer Service, Leadership, Photoshop, English, Process Improvement, Windows, Outlook, Sales
Education
Argosy University 2009 — 2010
Master’s Degree, Forensic Psychology
Woodbury University 1984 — 1989
Bachelor’s Degree, Business Management